Focus Partners 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 | $230M | Buy |
2,136,604
+56,660
| +3% | +$6.11M | 0.5% | 43 |
|
|
2025
Q1 | $247M | Buy |
2,079,944
+3,031
| +0.1% | +$360K | 0.62% | 35 |
|
|
2024
Q4 | $223M | Buy |
2,076,913
+735,408
| +55% | +$79.1M | 0.58% | 32 |
|
|
2024
Q3 | $157M | Sell |
1,341,505
-264,429
| -16% | -$31M | 0.5% | 40 |
|
|
2024
Q2 | $185M | Buy |
1,605,934
+837,947
| +109% | +$96.5M | 0.62% | 34 |
|
|
2024
Q1 | $89.3M | Buy |
767,987
+579,962
| +308% | +$67.4M | 0.72% | 29 |
|
|
2023
Q4 | $18.8M | Buy |
+188,025
| New | +$18.8M | 0.25% | 111 |
|