Elk River 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 | $7.49M | Sell |
69,455
-702
| -1% | -$75.7K | 1.29% | 23 |
|
|
2025
Q1 | $8.34M | Sell |
70,157
-1,242
| -2% | -$148K | 1.56% | 20 |
|
|
2024
Q4 | $7.68M | Sell |
71,399
-752
| -1% | -$80.9K | 1.39% | 22 |
|
|
2024
Q3 | $8.46M | Buy |
72,151
+1,970
| +3% | +$231K | 1.54% | 20 |
|
|
2024
Q2 | $8.08M | Buy |
70,181
+65,682
| +1,460% | +$7.56M | 1.58% | 20 |
|
|
2024
Q1 | $523K | Buy |
4,499
+178
| +4% | +$20.7K | 0.11% | 68 |
|
|
2023
Q4 | $432K | Sell |
4,321
-400
| -8% | -$40K | 0.08% | 85 |
|
|
2023
Q3 | $555K | Buy |
4,721
+400
| +9% | +$47K | 0.12% | 66 |
|
|
2023
Q2 | $463K | Sell |
4,321
-200
| -4% | -$21.5K | 0.1% | 80 |
|
|
2023
Q1 | $496K | Hold |
4,521
| – | – | 0.11% | 73 |
|
|
2022
Q4 | $499K | Buy |
4,521
+200
| +5% | +$22.1K | 0.12% | 76 |
|
|
2022
Q3 | $377K | Hold |
4,321
| – | – | 0.1% | 79 |
|
|
2022
Q2 | $370K | Hold |
4,321
| – | – | 0.09% | 82 |
|
|
2022
Q1 | $357K | Sell |
4,321
-197
| -4% | -$16.3K | 0.08% | 91 |
|
|
2021
Q4 | $276K | Buy |
4,518
+205
| +5% | +$12.5K | 0.06% | 108 |
|
|
2021
Q3 | $254K | Hold |
4,313
| – | – | 0.06% | 106 |
|
|
2021
Q2 | $272K | Hold |
4,313
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $241K | Buy |
+4,313
| New | +$241K | 0.07% | 111 |
|