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 |
|