Greenwich 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
$1.3M Sell
12,083
-77
-0.6% -$8.3K 0.06% 112
2025
Q1
$1.45M Sell
12,160
-1,450
-11% -$172K 0.11% 100
2024
Q4
$1.46M Buy
13,610
+667
+5% +$71.7K 0.1% 98
2024
Q3
$1.52M Buy
12,943
+165
+1% +$19.3K 0.1% 95
2024
Q2
$1.47M Sell
12,778
-9
-0.1% -$1.04K 0.11% 92
2024
Q1
$1.49M Buy
12,787
+13
+0.1% +$1.51K 0.12% 90
2023
Q4
$1.28M Sell
12,774
-324
-2% -$32.4K 0.13% 90
2023
Q3
$1.54M Sell
13,098
-1,053
-7% -$124K 0.16% 79
2023
Q2
$1.52M Sell
14,151
-393
-3% -$42.2K 0.16% 87
2023
Q1
$1.6M Sell
14,544
-775
-5% -$85K 0.17% 81
2022
Q4
$1.69M Sell
15,319
-744
-5% -$82.1K 0.19% 77
2022
Q3
$1.4M Buy
16,063
+104
+0.7% +$9.08K 0.15% 84
2022
Q2
$1.37M Buy
15,959
+430
+3% +$36.8K 0.18% 88
2022
Q1
$1.28M Sell
15,529
-1,595
-9% -$132K 0.13% 96
2021
Q4
$1.05M Sell
17,124
-50
-0.3% -$3.06K 0.09% 109
2021
Q3
$1.01M Buy
17,174
+3,314
+24% +$195K 0.08% 112
2021
Q2
$874K Buy
13,860
+1,592
+13% +$100K 0.07% 118
2021
Q1
$685K Sell
12,268
-528
-4% -$29.5K 0.05% 125
2020
Q4
$527K Sell
12,796
-409
-3% -$16.8K 0.05% 125
2020
Q3
$453K Sell
13,205
-330
-2% -$11.3K 0.08% 123
2020
Q2
$605K Buy
13,535
+501
+4% +$22.4K 0.12% 106
2020
Q1
$495K Buy
13,034
+2,085
+19% +$79.2K 0.11% 100
2019
Q4
$764K Buy
10,949
+41
+0.4% +$2.86K 0.15% 94
2019
Q3
$770K Buy
10,908
+5,975
+121% +$422K 0.15% 99
2019
Q2
$378K Sell
4,933
-1
-0% -$77 0.07% 139
2019
Q1
$399K Sell
4,934
-336
-6% -$27.2K 0.07% 127
2018
Q4
$359K Buy
5,270
+1,288
+32% +$87.7K 0.07% 131
2018
Q3
$339K Buy
3,982
+438
+12% +$37.3K 0.06% 142
2018
Q2
$293K Buy
+3,544
New +$293K 0.05% 146
2018
Q1
Sell
-2,549
Closed -$213K 195
2017
Q4
$213K Buy
2,549
+102
+4% +$8.52K 0.04% 168
2017
Q3
$201K Buy
+2,447
New +$201K 0.03% 166
2017
Q2
Sell
-3,302
Closed -$271K 196
2017
Q1
$271K Buy
+3,302
New +$271K 0.04% 143
2015
Q4
Sell
-29,252
Closed -$2.18M 171
2015
Q3
$2.18M Sell
29,252
-32,003
-52% -$2.38M 0.53% 56
2015
Q2
$5.1M Sell
61,255
-6
-0% -$499 0.65% 55
2015
Q1
$5.21M Sell
61,261
-1,039
-2% -$88.3K 0.59% 54
2014
Q4
$5.76M Buy
62,300
+1,911
+3% +$177K 0.38% 57
2014
Q3
$5.68M Buy
60,389
+9
+0% +$847 0.38% 65
2014
Q2
$6.08M Hold
60,380
0.4% 63
2014
Q1
$5.9M Sell
60,380
-59
-0.1% -$5.76K 0.41% 62
2013
Q4
$6.12M Hold
60,439
0.62% 59
2013
Q3
$5.2M Buy
60,439
+59
+0.1% +$5.08K 0.37% 62
2013
Q2
$5.46M Buy
+60,380
New +$5.46M 0.4% 61