Austin Private Wealth’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
$4.44M Sell
41,146
-1,073
-3% -$116K 0.35% 51
2025
Q1
$5.02M Sell
42,219
-1,525
-3% -$181K 0.45% 40
2024
Q4
$4.71M Buy
43,744
+3,595
+9% +$387K 0.44% 35
2024
Q3
$4.71M Sell
40,149
-444
-1% -$52K 0.45% 33
2024
Q2
$4.67M Buy
40,593
+529
+1% +$60.9K 0.5% 33
2024
Q1
$4.78M Buy
40,064
+375
+0.9% +$44.7K 0.55% 32
2023
Q4
$3.97M Buy
39,689
+124
+0.3% +$12.4K 0.5% 33
2023
Q3
$4.65M Buy
39,565
+644
+2% +$75.7K 0.67% 30
2023
Q2
$4.17M Buy
38,921
+2,637
+7% +$283K 0.6% 27
2023
Q1
$3.98M Buy
36,284
+3,909
+12% +$429K 0.63% 25
2022
Q4
$3.57M Sell
32,375
-265
-0.8% -$29.2K 0.63% 28
2022
Q3
$2.85M Buy
32,640
+39
+0.1% +$3.41K 0.6% 28
2022
Q2
$2.79M Sell
32,601
-2,106
-6% -$180K 0.62% 28
2022
Q1
$2.87M Sell
34,707
-10,158
-23% -$839K 0.57% 27
2021
Q4
$2.75M Sell
44,865
-3,440
-7% -$210K 0.55% 29
2021
Q3
$2.84M Buy
48,305
+16,014
+50% +$942K 0.6% 26
2021
Q2
$2.04M Sell
32,291
-10,002
-24% -$631K 0.47% 28
2021
Q1
$2.36M Sell
42,293
-1,077
-2% -$60.1K 0.62% 23
2020
Q4
$1.79M Buy
43,370
+26,856
+163% +$1.11M 0.52% 29
2020
Q3
$567K Buy
16,514
+79
+0.5% +$2.71K 0.21% 43
2020
Q2
$735K Buy
16,435
+393
+2% +$17.6K 0.32% 34
2020
Q1
$609K Sell
16,042
-4,183
-21% -$159K 0.37% 30
2019
Q4
$1.41M Buy
+20,225
New +$1.41M 0.74% 19