Denver PWM’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 | $1.02M | Buy |
9,431
+604
| +7% | +$65.1K | 0.32% | 39 |
|
|
2025
Q1 | $1.05M | Buy |
8,827
+7,804
| +763% | +$928K | 0.38% | 36 |
|
|
2024
Q4 | $110K | Sell |
1,023
-16
| -2% | -$1.72K | 0.04% | 68 |
|
|
2024
Q3 | $122K | Sell |
1,039
-444
| -30% | -$52.1K | 0.05% | 72 |
|
|
2024
Q2 | $171K | Sell |
1,483
-657
| -31% | -$75.6K | 0.07% | 65 |
|
|
2024
Q1 | $255K | Buy |
2,140
+61
| +3% | +$7.28K | 0.1% | 82 |
|
|
2023
Q4 | $212K | Sell |
2,079
-294
| -12% | -$30K | 0.1% | 77 |
|
|
2023
Q3 | $274K | Buy |
2,373
+31
| +1% | +$3.58K | 0.11% | 80 |
|
|
2023
Q2 | $249K | Sell |
2,342
-13
| -0.6% | -$1.38K | 0.1% | 83 |
|
|
2023
Q1 | $258K | Sell |
2,355
-222
| -9% | -$24.3K | 0.11% | 80 |
|
|
2022
Q4 | $284K | Sell |
2,577
-28
| -1% | -$3.09K | 0.13% | 83 |
|
|
2022
Q3 | $239K | Buy |
2,605
+159
| +7% | +$14.6K | 0.13% | 81 |
|
|
2022
Q2 | $210K | Buy |
+2,446
| New | +$210K | 0.1% | 87 |
|
|
2019
Q4 | – | Sell |
-1,012
| Closed | -$70.8K | – | 214 |
|
|
2019
Q3 | $70.8K | Buy |
+1,012
| New | +$70.8K | 0.04% | 107 |
|