EPG 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 | $731K | Sell |
6,777
-1,373
| -17% | -$148K | 0.22% | 120 |
|
|
2025
Q1 | $969K | Sell |
8,150
-152
| -2% | -$18.1K | 0.27% | 109 |
|
|
2024
Q4 | $893K | Sell |
8,302
-2,969
| -26% | -$319K | 0.24% | 116 |
|
|
2024
Q3 | $1.32M | Buy |
+11,271
| New | +$1.32M | 0.33% | 85 |
|
|
2024
Q2 | – | Sell |
-9,856
| Closed | -$1.15M | – | 68 |
|
|
2024
Q1 | $1.15M | Buy |
9,856
+33
| +0.3% | +$3.84K | 0.28% | 95 |
|
|
2023
Q4 | $995K | Buy |
9,823
+182
| +2% | +$18.4K | 0.26% | 96 |
|
|
2023
Q3 | $1.13M | Buy |
9,641
+107
| +1% | +$12.6K | 0.34% | 76 |
|
|
2023
Q2 | $1.02M | Sell |
9,534
-134
| -1% | -$14.4K | 0.3% | 83 |
|
|
2023
Q1 | $1.06M | Buy |
9,668
+353
| +4% | +$38.7K | 0.33% | 77 |
|
|
2022
Q4 | $1.03M | Sell |
9,315
-170
| -2% | -$18.8K | 0.39% | 62 |
|
|
2022
Q3 | $828K | Buy |
9,485
+44
| +0.5% | +$3.84K | 0.34% | 71 |
|
|
2022
Q2 | $809K | Buy |
9,441
+398
| +4% | +$34.1K | 0.35% | 69 |
|
|
2022
Q1 | $747K | Buy |
9,043
+2,276
| +34% | +$188K | 0.26% | 81 |
|
|
2021
Q4 | $414K | Buy |
6,767
+11
| +0.2% | +$673 | 0.15% | 131 |
|
|
2021
Q3 | $397K | Buy |
6,756
+2,406
| +55% | +$141K | 0.16% | 130 |
|
|
2021
Q2 | $274K | Buy |
4,350
+611
| +16% | +$38.5K | 0.12% | 163 |
|
|
2021
Q1 | $209K | Buy |
+3,739
| New | +$209K | 0.1% | 182 |
|
|
2020
Q2 | – | Sell |
-3,821
| Closed | -$145K | – | 799 |
|
|
2020
Q1 | $145K | Buy |
3,821
+2,702
| +241% | +$103K | 0.11% | 147 |
|
|
2019
Q4 | $78K | Buy |
+1,119
| New | +$78K | 0.06% | 175 |
|