Baron Wealth Management’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 | $336K | Sell |
3,117
-3,604
| -54% | -$388K | 0.12% | 129 |
|
|
2025
Q1 | $799K | Buy |
6,721
+3,204
| +91% | +$381K | 0.35% | 36 |
|
|
2024
Q4 | $378K | Buy |
3,517
+537
| +18% | +$57.8K | 0.18% | 96 |
|
|
2024
Q3 | $349K | Sell |
2,980
-92
| -3% | -$10.8K | 0.17% | 102 |
|
|
2024
Q2 | $354K | Buy |
3,072
+516
| +20% | +$59.4K | 0.18% | 88 |
|
|
2024
Q1 | $297K | Buy |
+2,556
| New | +$297K | 0.16% | 122 |
|