Independent Wealth Network’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
$944K Buy
8,761
+150
+2% +$16.2K 0.34% 81
2025
Q1
$1.02M Buy
8,611
+237
+3% +$28.2K 0.41% 66
2024
Q4
$901K Buy
8,374
+70
+0.8% +$7.53K 0.37% 75
2024
Q3
$973K Sell
8,304
-45
-0.5% -$5.28K 0.43% 60
2024
Q2
$961K Buy
8,349
+795
+11% +$91.5K 0.45% 56
2024
Q1
$878K Sell
7,554
-202
-3% -$23.5K 0.41% 63
2023
Q4
$775K Sell
7,756
-528
-6% -$52.8K 0.41% 63
2023
Q3
$974K Buy
8,284
+162
+2% +$19K 0.6% 43
2023
Q2
$871K Buy
8,122
+433
+6% +$46.4K 0.52% 45
2023
Q1
$843K Buy
7,689
+5
+0.1% +$548 0.54% 43
2022
Q4
$848K Sell
7,684
-228
-3% -$25.2K 0.58% 36
2022
Q3
$691K Sell
7,912
-93
-1% -$8.12K 0.54% 41
2022
Q2
$686K Buy
8,005
+63
+0.8% +$5.4K 0.49% 49
2022
Q1
$656K Sell
7,942
-434
-5% -$35.8K 0.42% 64
2021
Q4
$513K Buy
8,376
+386
+5% +$23.6K 0.32% 86
2021
Q3
$511K Buy
+7,990
New +$511K 0.33% 89