Castle 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 | $475K | Sell |
4,404
-2,670
| -38% | -$288K | 0.17% | 75 |
|
|
2025
Q1 | $841K | Sell |
7,074
-394
| -5% | -$46.9K | 0.33% | 63 |
|
|
2024
Q4 | $803K | Buy |
7,468
+572
| +8% | +$61.5K | 0.32% | 64 |
|
|
2024
Q3 | $808K | Buy |
6,896
+52
| +0.8% | +$6.1K | 0.32% | 65 |
|
|
2024
Q2 | $788K | Buy |
6,844
+304
| +5% | +$35K | 0.38% | 60 |
|
|
2024
Q1 | $760K | Hold |
6,540
| – | – | 0.4% | 61 |
|
|
2023
Q4 | $654K | Hold |
6,540
| – | – | 0.39% | 60 |
|
|
2023
Q3 | $769K | Hold |
6,540
| – | – | 0.55% | 46 |
|
|
2023
Q2 | $701K | Sell |
6,540
-47
| -0.7% | -$5.04K | 0.49% | 46 |
|
|
2023
Q1 | $722K | Hold |
6,587
| – | – | 0.56% | 44 |
|
|
2022
Q4 | $727K | Sell |
6,587
-1,231
| -16% | -$136K | 0.46% | 46 |
|
|
2022
Q3 | $683K | Sell |
7,818
-269
| -3% | -$23.5K | 0.41% | 42 |
|
|
2022
Q2 | $693K | Buy |
+8,087
| New | +$693K | 0.4% | 45 |
|