GeoWealth 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 | $1.36M | Sell |
12,627
-1,819
| -13% | -$196K | 0.05% | 200 |
|
|
2025
Q1 | $1.72M | Sell |
14,446
-9,192
| -39% | -$1.09M | 0.07% | 171 |
|
|
2024
Q4 | $2.54M | Sell |
23,638
-2,860
| -11% | -$308K | 0.08% | 157 |
|
|
2024
Q3 | $3.11M | Sell |
26,498
-697
| -3% | -$81.7K | 0.11% | 141 |
|
|
2024
Q2 | $3.13M | Buy |
27,195
+7,253
| +36% | +$835K | 0.14% | 112 |
|
|
2024
Q1 | $2.32M | Buy |
19,942
+6,496
| +48% | +$755K | 0.09% | 163 |
|
|
2023
Q4 | $1.34M | Buy |
13,446
+8,879
| +194% | +$888K | 0.11% | 180 |
|
|
2023
Q3 | $538K | Buy |
4,567
+569
| +14% | +$67K | 0.06% | 200 |
|
|
2023
Q2 | $427K | Sell |
3,998
-15
| -0.4% | -$1.6K | 0.05% | 185 |
|
|
2023
Q1 | $440K | Sell |
4,013
-532
| -12% | -$58.3K | 0.05% | 141 |
|
|
2022
Q4 | $501K | Sell |
4,545
-139
| -3% | -$15.3K | 0.05% | 149 |
|
|
2022
Q3 | $409K | Sell |
4,684
-1,824
| -28% | -$159K | 0.04% | 183 |
|
|
2022
Q2 | $557K | Sell |
6,508
-430
| -6% | -$36.8K | 0.07% | 148 |
|
|
2022
Q1 | $572K | Sell |
6,938
-2,772
| -29% | -$229K | 0.05% | 192 |
|
|
2021
Q4 | $594K | Buy |
9,710
+329
| +4% | +$20.1K | 0.05% | 188 |
|
|
2021
Q3 | $552K | Sell |
9,381
-121
| -1% | -$7.12K | 0.05% | 204 |
|
|
2021
Q2 | $599K | Buy |
9,502
+1,338
| +16% | +$84.3K | 0.08% | 133 |
|
|
2021
Q1 | $456K | Buy |
+8,164
| New | +$456K | 0.07% | 124 |
|
|
2019
Q4 | – | Sell |
-6,792
| Closed | -$480K | – | 235 |
|
|
2019
Q3 | $480K | Buy |
+6,792
| New | +$480K | 0.11% | 103 |
|