CreativeOne 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 | $5.79M | Buy |
53,748
+262
| +0.5% | +$28.2K | 0.15% | 129 |
|
|
2025
Q1 | $6.36M | Sell |
53,486
-1,825
| -3% | -$217K | 0.19% | 113 |
|
|
2024
Q4 | $5.95M | Buy |
55,311
+15,393
| +39% | +$1.66M | 0.18% | 112 |
|
|
2024
Q3 | $4.68M | Buy |
39,918
+11,239
| +39% | +$1.32M | 0.16% | 126 |
|
|
2024
Q2 | $3.3M | Sell |
28,679
-11,827
| -29% | -$1.36M | 0.17% | 123 |
|
|
2024
Q1 | $4.71M | Buy |
40,506
+4,392
| +12% | +$511K | 0.19% | 109 |
|
|
2023
Q4 | $3.61M | Buy |
36,114
+124
| +0.3% | +$12.4K | 0.23% | 91 |
|
|
2023
Q3 | $4.23M | Sell |
35,990
-4,927
| -12% | -$579K | 0.3% | 75 |
|
|
2023
Q2 | $4.39M | Sell |
40,917
-2,411
| -6% | -$259K | 0.2% | 94 |
|
|
2023
Q1 | $4.75M | Buy |
43,328
+7,030
| +19% | +$771K | 0.23% | 83 |
|
|
2022
Q4 | $4M | Sell |
36,298
-841
| -2% | -$92.8K | 0.22% | 91 |
|
|
2022
Q3 | $3.24M | Buy |
37,139
+3,604
| +11% | +$315K | 0.19% | 95 |
|
|
2022
Q2 | $2.87M | Sell |
33,535
-9,856
| -23% | -$844K | 0.16% | 104 |
|
|
2022
Q1 | $3.58M | Buy |
43,391
+8,855
| +26% | +$731K | 0.19% | 87 |
|
|
2021
Q4 | $2.11M | Sell |
34,536
-13,499
| -28% | -$826K | 0.1% | 178 |
|
|
2021
Q3 | $2.82M | Buy |
48,035
+4,973
| +12% | +$292K | 0.17% | 114 |
|
|
2021
Q2 | $2.72M | Buy |
43,062
+6,715
| +18% | +$424K | 0.17% | 119 |
|
|
2021
Q1 | $2.03M | Buy |
36,347
+1,039
| +3% | +$58K | 0.15% | 119 |
|
|
2020
Q4 | $1.46M | Buy |
35,308
+18,537
| +111% | +$764K | 0.12% | 137 |
|
|
2020
Q3 | $576K | Buy |
16,771
+7,477
| +80% | +$257K | 0.08% | 155 |
|
|
2020
Q2 | $416K | Buy |
9,294
+1,651
| +22% | +$73.9K | 0.06% | 167 |
|
|
2020
Q1 | $291K | Sell |
7,643
-603
| -7% | -$23K | 0.06% | 158 |
|
|
2019
Q4 | $576K | Sell |
8,246
-238
| -3% | -$16.6K | 0.1% | 99 |
|
|
2019
Q3 | $599K | Sell |
8,484
-225
| -3% | -$15.9K | 0.12% | 84 |
|
|
2019
Q2 | $667K | Buy |
8,709
+1,444
| +20% | +$111K | 0.14% | 78 |
|
|
2019
Q1 | $587K | Buy |
7,265
+789
| +12% | +$63.8K | 0.15% | 59 |
|
|
2018
Q4 | $441K | Buy |
6,476
+915
| +16% | +$62.3K | 0.15% | 60 |
|
|
2018
Q3 | $473K | Buy |
5,561
+478
| +9% | +$40.7K | 0.17% | 46 |
|
|
2018
Q2 | $421K | Buy |
5,083
+350
| +7% | +$29K | 0.18% | 38 |
|
|
2018
Q1 | $354K | Buy |
+4,733
| New | +$354K | 0.18% | 38 |
|