Blue Bell Private 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 | $1.07M | Buy |
9,955
+6,139
| +161% | +$662K | 0.18% | 82 |
|
|
2025
Q1 | $454K | Buy |
3,816
+159
| +4% | +$18.9K | 0.09% | 139 |
|
|
2024
Q4 | $393K | Buy |
3,657
+27
| +0.7% | +$2.9K | 0.07% | 146 |
|
|
2024
Q3 | $426K | Sell |
3,630
-652
| -15% | -$76.4K | 0.08% | 140 |
|
|
2024
Q2 | $493K | Buy |
4,282
+453
| +12% | +$52.1K | 0.1% | 116 |
|
|
2024
Q1 | $445K | Buy |
3,829
+50
| +1% | +$5.81K | 0.1% | 114 |
|
|
2023
Q4 | $378K | Sell |
3,779
-239
| -6% | -$23.9K | 0.09% | 118 |
|
|
2023
Q3 | $472K | Buy |
4,018
+163
| +4% | +$19.2K | 0.13% | 91 |
|
|
2023
Q2 | $413K | Buy |
3,855
+1
| +0% | +$107 | 0.11% | 98 |
|
|
2023
Q1 | $423K | Sell |
3,854
-227
| -6% | -$24.9K | 0.13% | 86 |
|
|
2022
Q4 | $450K | Buy |
4,081
+132
| +3% | +$14.6K | 0.15% | 76 |
|
|
2022
Q3 | $345K | Sell |
3,949
-240
| -6% | -$21K | 0.12% | 79 |
|
|
2022
Q2 | $359K | Buy |
4,189
+1,040
| +33% | +$89.1K | 0.12% | 72 |
|
|
2022
Q1 | $260K | Sell |
3,149
-510
| -14% | -$42.1K | 0.07% | 94 |
|
|
2021
Q4 | $224K | Buy |
+3,659
| New | +$224K | 0.06% | 96 |
|
|
2016
Q4 | – | Sell |
-8,143
| Closed | -$711K | – | 393 |
|
|
2016
Q3 | $711K | Buy |
8,143
+9
| +0.1% | +$786 | 0.41% | 38 |
|
|
2016
Q2 | $763K | Sell |
8,134
-979
| -11% | -$91.8K | 0.49% | 33 |
|
|
2016
Q1 | $762K | Buy |
9,113
+1,401
| +18% | +$117K | 0.52% | 32 |
|
|
2015
Q4 | $601K | Sell |
7,712
-412
| -5% | -$32.1K | 0.41% | 44 |
|
|
2015
Q3 | $604K | Hold |
8,124
| – | – | 0.42% | 44 |
|
|
2015
Q2 | $676K | Hold |
8,124
| – | – | 0.41% | 39 |
|
|
2015
Q1 | $690K | Sell |
8,124
-81
| -1% | -$6.88K | 0.41% | 40 |
|
|
2014
Q4 | $758K | Hold |
8,205
| – | – | 0.44% | 37 |
|
|
2014
Q3 | $772K | Hold |
8,205
| – | – | 0.46% | 37 |
|
|
2014
Q2 | $826K | Hold |
8,205
| – | – | 0.5% | 31 |
|
|
2014
Q1 | $801K | Hold |
8,205
| – | – | 0.54% | 33 |
|
|
2013
Q4 | $830K | Buy |
+8,205
| New | +$830K | 0.64% | 29 |
|