Geneos 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 | $22.9M | Sell |
212,733
-123,829
| -37% | -$13.3M | 0.56% | 34 |
|
|
2025
Q1 | $44M | Buy |
336,562
+251,016
| +293% | +$32.8M | 0.63% | 27 |
|
|
2024
Q4 | $9.2M | Buy |
85,546
+5,061
| +6% | +$544K | 0.32% | 66 |
|
|
2024
Q3 | $9.43M | Buy |
80,485
+9,254
| +13% | +$1.08M | 0.36% | 61 |
|
|
2024
Q2 | $8.2M | Sell |
71,231
-1,193
| -2% | -$137K | 0.36% | 59 |
|
|
2024
Q1 | $8.42M | Buy |
72,424
+8,726
| +14% | +$1.01M | 0.39% | 53 |
|
|
2023
Q4 | $6.37M | Sell |
63,698
-6,075
| -9% | -$607K | 0.31% | 69 |
|
|
2023
Q3 | $8.2M | Sell |
69,773
-1,573
| -2% | -$185K | 0.42% | 46 |
|
|
2023
Q2 | $7.65M | Buy |
71,346
+7,487
| +12% | +$803K | 0.4% | 47 |
|
|
2023
Q1 | $7M | Sell |
63,859
-16,422
| -20% | -$1.8M | 0.43% | 45 |
|
|
2022
Q4 | $8.85M | Sell |
80,281
-147
| -0.2% | -$16.2K | 0.54% | 34 |
|
|
2022
Q3 | $7.02M | Sell |
80,428
-145,048
| -64% | -$12.7M | 0.48% | 37 |
|
|
2022
Q2 | $19.7M | Sell |
225,476
-7,469
| -3% | -$654K | 0.98% | 17 |
|
|
2022
Q1 | $19.2M | Sell |
232,945
-74,702
| -24% | -$6.17M | 0.83% | 19 |
|
|
2021
Q4 | $18.8M | Sell |
307,647
-99,995
| -25% | -$6.12M | 0.72% | 21 |
|
|
2021
Q3 | $24.8M | Buy |
407,642
+5,389
| +1% | +$328K | 0.95% | 15 |
|
|
2021
Q2 | $25.4M | Sell |
402,253
-16,486
| -4% | -$1.04M | 0.99% | 16 |
|
|
2021
Q1 | $24M | Sell |
418,739
-3,121
| -0.7% | -$179K | 0.67% | 31 |
|
|
2020
Q4 | $23.6M | Buy |
421,860
+32,102
| +8% | +$1.8M | 0.95% | 17 |
|
|
2020
Q3 | $13.5M | Sell |
389,758
-15,943
| -4% | -$552K | 0.7% | 21 |
|
|
2020
Q2 | $17.7M | Buy |
405,701
+11,008
| +3% | +$480K | 0.98% | 17 |
|
|
2020
Q1 | $14.6M | Buy |
394,693
+36,817
| +10% | +$1.36M | 0.98% | 18 |
|
|
2019
Q4 | $25M | Buy |
357,876
+908
| +0.3% | +$63.5K | 1.33% | 8 |
|
|
2019
Q3 | $25.5M | Sell |
356,968
-7,262
| -2% | -$519K | 1.52% | 8 |
|
|
2019
Q2 | $27.9M | Sell |
364,230
-4,514
| -1% | -$346K | 1.73% | 7 |
|
|
2019
Q1 | $29.8M | Sell |
368,744
-5,579
| -1% | -$451K | 1.97% | 4 |
|
|
2018
Q4 | $25.5M | Buy |
374,323
+14,782
| +4% | +$1.01M | 1.89% | 4 |
|
|
2018
Q3 | $30.6M | Buy |
359,541
+5,103
| +1% | +$434K | 2.04% | 4 |
|
|
2018
Q2 | $29.3M | Sell |
354,438
-19,163
| -5% | -$1.59M | 2.29% | 3 |
|
|
2018
Q1 | $27.9M | Sell |
373,601
-3,391
| -0.9% | -$253K | 2.43% | 3 |
|
|
2017
Q4 | $31.5M | Buy |
376,992
+1,178
| +0.3% | +$98.5K | 2.82% | 2 |
|
|
2017
Q3 | $30.8M | Sell |
375,814
-11,242
| -3% | -$922K | 3.06% | 2 |
|
|
2017
Q2 | $31.2M | Sell |
387,056
-3,876
| -1% | -$313K | 3.21% | 2 |
|
|
2017
Q1 | $32.1M | Buy |
390,932
+9,411
| +2% | +$772K | 3.33% | 2 |
|
|
2016
Q4 | $34.4M | Buy |
381,521
+486
| +0.1% | +$43.9K | 4.54% | 1 |
|
|
2016
Q3 | $33.3M | Sell |
381,035
-10,620
| -3% | -$927K | 4.48% | 1 |
|
|
2016
Q2 | $36.8M | Sell |
391,655
-12,565
| -3% | -$1.18M | 5.33% | 1 |
|
|
2016
Q1 | $33.5M | Buy |
+404,220
| New | +$33.5M | 5.13% | 1 |
|