Brown Miller 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 | $443K | Hold |
4,113
| – | – | 0.14% | 124 |
|
|
2025
Q1 | $489K | Buy |
4,113
+1,296
| +46% | +$154K | 0.17% | 104 |
|
|
2024
Q4 | $303K | Sell |
2,817
-128
| -4% | -$13.8K | 0.12% | 98 |
|
|
2024
Q3 | $345K | Sell |
2,945
-37
| -1% | -$4.34K | 0.13% | 90 |
|
|
2024
Q2 | $343K | Buy |
2,982
+165
| +6% | +$19K | 0.14% | 91 |
|
|
2024
Q1 | $328K | Sell |
2,817
-1
| -0% | -$116 | 0.14% | 99 |
|
|
2023
Q4 | $282K | Buy |
2,818
+1
| +0% | +$100 | 0.14% | 105 |
|
|
2023
Q3 | $331K | Sell |
2,817
-549
| -16% | -$64.6K | 0.19% | 95 |
|
|
2023
Q2 | $361K | Buy |
3,366
+821
| +32% | +$88.1K | 0.19% | 93 |
|
|
2023
Q1 | $279K | Buy |
2,545
+101
| +4% | +$11.1K | 0.17% | 104 |
|
|
2022
Q4 | $270K | Hold |
2,444
| – | – | 0.17% | 107 |
|
|
2022
Q3 | $213K | Hold |
2,444
| – | – | 0.15% | 110 |
|
|
2022
Q2 | $209K | Sell |
2,444
-1
| -0% | -$86 | 0.14% | 110 |
|
|
2022
Q1 | $202K | Buy |
+2,445
| New | +$202K | 0.12% | 117 |
|
|
2021
Q4 | – | Sell |
-3,446
| Closed | -$202K | – | 125 |
|
|
2021
Q3 | $202K | Sell |
3,446
-636
| -16% | -$37.3K | 0.13% | 118 |
|
|
2021
Q2 | $257K | Buy |
4,082
+6
| +0.1% | +$378 | 0.16% | 101 |
|
|
2021
Q1 | $228K | Buy |
+4,076
| New | +$228K | 0.16% | 104 |
|