Dopkins 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 | $727K | Sell |
6,748
-2,527
| -27% | -$272K | 0.33% | 45 |
|
|
2025
Q1 | $1.1M | Sell |
9,275
-2,710
| -23% | -$322K | 0.56% | 35 |
|
|
2024
Q4 | $1.29M | Buy |
11,985
+4,697
| +64% | +$505K | 0.66% | 30 |
|
|
2024
Q3 | $854K | Sell |
7,288
-1,697
| -19% | -$199K | 0.69% | 19 |
|
|
2024
Q2 | $1.03M | Hold |
8,985
| – | – | 0.63% | 24 |
|
|
2024
Q1 | $1.04M | Buy |
+8,985
| New | +$1.04M | 0.63% | 23 |
|
|
2023
Q4 | – | Sell |
-8,983
| Closed | -$1.06M | – | 60 |
|
|
2023
Q3 | $1.06M | Buy |
+8,983
| New | +$1.06M | 0.8% | 17 |
|