Heirloom 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 | $6.79M | Buy |
62,970
+100
| +0.2% | +$10.8K | 1.79% | 20 |
|
|
2025
Q1 | $7.48M | Buy |
62,870
+1,727
| +3% | +$205K | 2.14% | 16 |
|
|
2024
Q4 | $6.58M | Buy |
61,143
+3,469
| +6% | +$373K | 1.97% | 18 |
|
|
2024
Q3 | $6.76M | Buy |
57,674
+862
| +2% | +$101K | 2.11% | 18 |
|
|
2024
Q2 | $6.54M | Sell |
56,812
-509
| -0.9% | -$58.6K | 2.12% | 17 |
|
|
2024
Q1 | $6.66M | Buy |
57,321
+8,748
| +18% | +$1.02M | 2.27% | 16 |
|
|
2023
Q4 | $4.86M | Buy |
48,573
+494
| +1% | +$49.4K | 1.86% | 18 |
|
|
2023
Q3 | $5.65M | Sell |
48,079
-1,366
| -3% | -$161K | 2.51% | 14 |
|
|
2023
Q2 | $5.3M | Sell |
49,445
-38,403
| -44% | -$4.12M | 2.3% | 16 |
|
|
2023
Q1 | $9.63M | Buy |
87,848
+15,060
| +21% | +$1.65M | 4.6% | 9 |
|
|
2022
Q4 | $8.03M | Buy |
+72,788
| New | +$8.03M | 5% | 8 |
|
|
2022
Q2 | $6.31M | Buy |
69,627
+7,964
| +13% | +$722K | 5.16% | 9 |
|
|
2022
Q1 | $5.48M | Buy |
61,663
+6,026
| +11% | +$535K | 3.81% | 10 |
|
|
2021
Q4 | $4.05M | Buy |
+55,637
| New | +$4.05M | 3.47% | 13 |
|