Inlet Private Wealth’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 | $2.04M | Hold |
18,921
| – | – | 0.5% | 59 |
|
|
2025
Q1 | $2.25M | Sell |
18,921
-750
| -4% | -$89.2K | 0.59% | 54 |
|
|
2024
Q4 | $2.12M | Sell |
19,671
-1,732
| -8% | -$186K | 0.56% | 59 |
|
|
2024
Q3 | $2.51M | Hold |
21,403
| – | – | 0.64% | 53 |
|
|
2024
Q2 | $2.46M | Buy |
21,403
+819
| +4% | +$94.3K | 0.67% | 46 |
|
|
2024
Q1 | $2.39M | Hold |
20,584
| – | – | 0.67% | 51 |
|
|
2023
Q4 | $2.06M | Buy |
20,584
+148
| +0.7% | +$14.8K | 0.63% | 52 |
|
|
2023
Q3 | $2.4M | Sell |
20,436
-350,082
| -94% | -$41.2M | 0.79% | 48 |
|
|
2023
Q2 | $39.7M | Sell |
370,518
-150
| -0% | -$16.1K | 10.03% | 1 |
|
|
2023
Q1 | $40.6M | Sell |
370,668
-44,804
| -11% | -$4.91M | 10.57% | 1 |
|
|
2022
Q4 | $45.8M | Sell |
415,472
-1,351
| -0.3% | -$149K | 11.77% | 1 |
|
|
2022
Q3 | $36.4M | Buy |
416,823
+63
| +0% | +$5.5K | 10.85% | 1 |
|
|
2022
Q2 | $35.7M | Sell |
416,760
-26,722
| -6% | -$2.29M | 10.19% | 1 |
|
|
2022
Q1 | $36.6M | Buy |
443,482
+245
| +0.1% | +$20.2K | 9.15% | 1 |
|
|
2021
Q4 | $27.1M | Buy |
443,237
+126
| +0% | +$7.71K | 6.58% | 1 |
|
|
2021
Q3 | $26.1M | Sell |
443,111
-16,401
| -4% | -$965K | 6.99% | 1 |
|
|
2021
Q2 | $29M | Sell |
459,512
-2,983
| -0.6% | -$188K | 7.6% | 1 |
|
|
2021
Q1 | $25.8M | Buy |
462,495
+1,477
| +0.3% | +$82.5K | 7.39% | 1 |
|
|
2020
Q4 | $19M | Sell |
461,018
-3,276
| -0.7% | -$135K | 6.21% | 1 |
|
|
2020
Q3 | $15.9M | Sell |
464,294
-766
| -0.2% | -$26.3K | 6.21% | 2 |
|
|
2020
Q2 | $20.8M | Buy |
465,060
+1,520
| +0.3% | +$68K | 8.3% | 1 |
|
|
2020
Q1 | $17.6M | Buy |
463,540
+100
| +0% | +$3.8K | 8.16% | 1 |
|
|
2019
Q4 | $32.3M | Buy |
463,440
+11,761
| +3% | +$821K | 10.71% | 1 |
|
|
2019
Q3 | $31.9M | Buy |
451,679
+60
| +0% | +$4.24K | 11.81% | 1 |
|
|
2019
Q2 | $35.1M | Sell |
451,619
-5,326
| -1% | -$413K | 12.6% | 1 |
|
|
2019
Q1 | $36.9M | Sell |
456,945
-257,187
| -36% | -$20.8M | 14.84% | 1 |
|
|
2018
Q4 | $48.7M | Buy |
+714,132
| New | +$48.7M | 26.2% | 1 |
|