Element 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
$981K Buy
9,097
+1,255
+16% +$135K 0.45% 53
2025
Q1
$933K Sell
7,842
-135
-2% -$16.1K 0.5% 44
2024
Q4
$858K Hold
7,977
0.45% 46
2024
Q3
$935K Buy
7,977
+4,680
+142% +$549K 0.5% 42
2024
Q2
$380K Sell
3,297
-1,819
-36% -$209K 0.21% 89
2024
Q1
$595K Buy
5,116
+188
+4% +$21.9K 0.35% 58
2023
Q4
$493K Sell
4,928
-276
-5% -$27.6K 0.31% 61
2023
Q3
$612K Buy
5,204
+423
+9% +$49.7K 0.44% 46
2023
Q2
$513K Buy
4,781
+302
+7% +$32.4K 0.36% 55
2023
Q1
$491K Sell
4,479
-418
-9% -$45.8K 0.37% 52
2022
Q4
$540K Sell
4,897
-641
-12% -$70.7K 0.44% 42
2022
Q3
$483K Buy
5,538
+212
+4% +$18.5K 0.45% 37
2022
Q2
$456K Buy
5,326
+9
+0.2% +$771 0.45% 41
2022
Q1
$439K Sell
5,317
-1,774
-25% -$146K 0.35% 53
2021
Q4
$434K Sell
7,091
-951
-12% -$58.2K 0.33% 55
2021
Q3
$473K Buy
8,042
+22
+0.3% +$1.29K 0.38% 50
2021
Q2
$506K Buy
8,020
+2,044
+34% +$129K 0.39% 47
2021
Q1
$334K Buy
5,976
+16
+0.3% +$894 0.28% 66
2020
Q4
$246K Buy
+5,960
New +$246K 0.23% 78
2020
Q1
Sell
-2,860
Closed -$200K 135
2019
Q4
$200K Buy
+2,860
New +$200K 0.2% 69