Elite Wealth Management’s Exxon Mobil XOM Stock Holding History

Elite Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Sell	2,467 -265	-10%	-$28.6K	0.09%	29
2025 Q1	$325K	Sell	2,732 -1,800	-40%	-$214K	0.04%	29
2024 Q4	$488K	Buy	4,532 +300	+7%	+$32.3K	0.06%	26
2024 Q3	$496K	Buy	4,232 +700	+20%	+$82.1K	0.07%	30
2024 Q2	$407K	Hold	3,532	–	–	0.01%	33
2024 Q1	$411K	Hold	3,532	–	–	0.01%	37
2023 Q4	$353K	Hold	3,532	–	–	0.02%	32
2023 Q3	$415K	Hold	3,532	–	–	0.03%	37
2023 Q2	$379K	Sell	3,532 -471	-12%	-$50.5K	0.03%	39
2023 Q1	$439K	Hold	4,003	–	–	0.03%	39
2022 Q4	$442K	Sell	4,003 -303	-7%	-$33.4K	0.04%	38
2022 Q3	$376K	Buy	4,306 +454	+12%	+$39.6K	0.03%	39
2022 Q2	$330K	Sell	3,852 -7	-0.2%	-$600	0.05%	39
2022 Q1	$319K	Buy	3,859 +13	+0.3%	+$1.08K	0.05%	43
2021 Q4	$235K	Buy	+3,846	New	+$235K	0.03%	55
2019 Q2	–	Sell	-2,600	Closed	-$210K	–	30
2019 Q1	$210K	Sell	2,600 -1,000	-28%	-$80.8K	0.39%	27
2018 Q4	$245K	Buy	3,600 +700	+24%	+$47.6K	0.24%	41
2018 Q3	$247K	Sell	2,900 -500	-15%	-$42.6K	0.05%	42
2018 Q2	$281K	Hold	3,400	–	–	0.1%	40
2018 Q1	$254K	Sell	3,400 -700	-17%	-$52.3K	0.21%	48
2017 Q4	$343K	Buy	+4,100	New	+$343K	0.29%	45
2016 Q3	$227K	Hold	2,600	–	–	0.37%	37
2016 Q2	$243K	Hold	2,600	–	–	0.4%	36
2016 Q1	$217K	Hold	2,600	–	–	0.31%	36
2015 Q4	$202K	Sell	2,600 -700	-21%	-$54.4K	0.3%	39
2015 Q3	$245K	Hold	3,300	–	–	0.39%	52
2015 Q2	$274K	Sell	3,300 -820	-20%	-$68.1K	0.28%	50
2015 Q1	$350K	Sell	4,120 -980	-19%	-$83.3K	0.31%	51
2014 Q4	$471K	Sell	5,100 -6,292	-55%	-$581K	0.45%	46
2014 Q3	$1.07M	Sell	11,392 -9,927	-47%	-$933K	0.97%	15
2014 Q2	$2.15M	Buy	21,319 +6,252	+41%	+$629K	2.14%	5
2014 Q1	$1.47M	Sell	15,067 -2,108	-12%	-$206K	1.19%	19
2013 Q4	$1.74M	Buy	17,175 +9,042	+111%	+$915K	1.27%	16
2013 Q3	$700K	Buy	8,133 +6,773	+498%	+$583K	0.62%	40
2013 Q2	$123K	Buy	+1,360	New	+$123K	0.18%	61