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 |
|