Ascent Wealth Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
8,896
-170
| -2% | -$18.3K | 0.12% | 118 |
|
|
2025
Q1 | $1.08M | Buy |
9,066
+608
| +7% | +$72.3K | 0.14% | 112 |
|
|
2024
Q4 | $910K | Buy |
8,458
+249
| +3% | +$26.8K | 0.12% | 109 |
|
|
2024
Q3 | $962K | Sell |
8,209
-399
| -5% | -$46.8K | 0.13% | 107 |
|
|
2024
Q2 | $991K | Sell |
8,608
-172
| -2% | -$19.8K | 0.15% | 108 |
|
|
2024
Q1 | $1.02M | Sell |
8,780
-30
| -0.3% | -$3.49K | 0.15% | 108 |
|
|
2023
Q4 | $881K | Buy |
8,810
+105
| +1% | +$10.5K | 0.14% | 107 |
|
|
2023
Q3 | $1.02M | Sell |
8,705
-2,028
| -19% | -$238K | 0.19% | 94 |
|
|
2023
Q2 | $1.15M | Buy |
10,733
+509
| +5% | +$54.6K | 0.2% | 95 |
|
|
2023
Q1 | $1.12M | Buy |
10,224
+249
| +2% | +$27.3K | 0.23% | 92 |
|
|
2022
Q4 | $1.1M | Sell |
9,975
-85
| -0.8% | -$9.38K | 0.24% | 89 |
|
|
2022
Q3 | $878K | Buy |
10,060
+889
| +10% | +$77.6K | 0.21% | 90 |
|
|
2022
Q2 | $797K | Buy |
9,171
+424
| +5% | +$36.8K | 0.18% | 98 |
|
|
2022
Q1 | $723K | Buy |
8,747
+14
| +0.2% | +$1.16K | 0.14% | 102 |
|
|
2021
Q4 | $534K | Buy |
8,733
+18
| +0.2% | +$1.1K | 0.1% | 111 |
|
|
2021
Q3 | $512K | Buy |
8,715
+1,475
| +20% | +$86.7K | 0.1% | 120 |
|
|
2021
Q2 | $456K | Sell |
7,240
-517
| -7% | -$32.6K | 0.09% | 118 |
|
|
2021
Q1 | $433K | Buy |
7,757
+26
| +0.3% | +$1.45K | 0.09% | 97 |
|
|
2020
Q4 | $318K | Sell |
7,731
-1,722
| -18% | -$70.8K | 0.07% | 98 |
|
|
2020
Q3 | $324K | Sell |
9,453
-4,707
| -33% | -$161K | 0.08% | 94 |
|
|
2020
Q2 | $633K | Buy |
14,160
+27
| +0.2% | +$1.21K | 0.18% | 74 |
|
|
2020
Q1 | $537K | Buy |
14,133
+1,207
| +9% | +$45.9K | 0.2% | 74 |
|
|
2019
Q4 | $902K | Buy |
12,926
+4,397
| +52% | +$307K | 0.26% | 66 |
|
|
2019
Q3 | $602K | Sell |
8,529
-155
| -2% | -$10.9K | 0.18% | 77 |
|
|
2019
Q2 | $664K | Sell |
8,684
-1,584
| -15% | -$121K | 0.21% | 76 |
|
|
2019
Q1 | $830K | Buy |
10,268
+720
| +8% | +$58.2K | 0.27% | 69 |
|
|
2018
Q4 | $651K | Sell |
9,548
-952
| -9% | -$64.9K | 0.25% | 70 |
|
|
2018
Q3 | $893K | Sell |
10,500
-60
| -0.6% | -$5.1K | 0.28% | 74 |
|
|
2018
Q2 | $873K | Buy |
10,560
+277
| +3% | +$22.9K | 0.31% | 73 |
|
|
2018
Q1 | $767K | Buy |
10,283
+727
| +8% | +$54.2K | 0.28% | 71 |
|
|
2017
Q4 | $799K | Sell |
9,556
-211
| -2% | -$17.6K | 0.3% | 70 |
|
|
2017
Q3 | $801K | Sell |
9,767
-384
| -4% | -$31.5K | 0.32% | 63 |
|
|
2017
Q2 | $820K | Sell |
10,151
-1,056
| -9% | -$85.3K | 0.35% | 60 |
|
|
2017
Q1 | $919K | Sell |
11,207
-402
| -3% | -$33K | 0.41% | 59 |
|
|
2016
Q4 | $1.05M | Sell |
11,609
-61
| -0.5% | -$5.5K | 0.51% | 53 |
|
|
2016
Q3 | $1.02M | Buy |
11,670
+197
| +2% | +$17.2K | 0.52% | 54 |
|
|
2016
Q2 | $1.08M | Sell |
11,473
-214
| -2% | -$20.1K | 0.56% | 53 |
|
|
2016
Q1 | $977K | Sell |
11,687
-396
| -3% | -$33.1K | 0.52% | 51 |
|
|
2015
Q4 | $942K | Buy |
12,083
+108
| +0.9% | +$8.42K | 0.53% | 52 |
|
|
2015
Q3 | $890K | Sell |
11,975
-51
| -0.4% | -$3.79K | 0.53% | 54 |
|
|
2015
Q2 | $1M | Buy |
12,026
+204
| +2% | +$17K | 0.55% | 50 |
|
|
2015
Q1 | $1.01M | Buy |
11,822
+325
| +3% | +$27.7K | 0.55% | 51 |
|
|
2014
Q4 | $1.06M | Buy |
11,497
+634
| +6% | +$58.6K | 0.62% | 51 |
|
|
2014
Q3 | $1.02M | Sell |
10,863
-351
| -3% | -$33K | 0.65% | 51 |
|
|
2014
Q2 | $1.13M | Buy |
11,214
+95
| +0.9% | +$9.56K | 0.71% | 53 |
|
|
2014
Q1 | $1.09M | Sell |
11,119
-37
| -0.3% | -$3.61K | 0.75% | 51 |
|
|
2013
Q4 | $1.13M | Buy |
+11,156
| New | +$1.13M | 0.8% | 53 |
|