Institute for 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 | $656K | Sell |
6,087
-223
| -4% | -$24K | 0.07% | 260 |
|
|
2025
Q1 | $750K | Sell |
6,310
-116
| -2% | -$13.8K | 0.1% | 235 |
|
|
2024
Q4 | $691K | Sell |
6,426
-317
| -5% | -$34.1K | 0.09% | 233 |
|
|
2024
Q3 | $790K | Sell |
6,743
-135
| -2% | -$15.8K | 0.1% | 214 |
|
|
2024
Q2 | $792K | Buy |
6,878
+1,329
| +24% | +$153K | 0.11% | 204 |
|
|
2024
Q1 | $645K | Sell |
5,549
-609
| -10% | -$70.8K | 0.08% | 236 |
|
|
2023
Q4 | $616K | Sell |
6,158
-254
| -4% | -$25.4K | 0.1% | 228 |
|
|
2023
Q3 | $754K | Sell |
6,412
-339
| -5% | -$39.9K | 0.14% | 182 |
|
|
2023
Q2 | $724K | Sell |
6,751
-490
| -7% | -$52.6K | 0.12% | 194 |
|
|
2023
Q1 | $794K | Sell |
7,241
-130
| -2% | -$14.3K | 0.15% | 166 |
|
|
2022
Q4 | $813K | Buy |
7,371
+159
| +2% | +$17.5K | 0.17% | 159 |
|
|
2022
Q3 | $630K | Buy |
7,212
+29
| +0.4% | +$2.53K | 0.14% | 191 |
|
|
2022
Q2 | $615K | Sell |
7,183
-207
| -3% | -$17.7K | 0.12% | 219 |
|
|
2022
Q1 | $610K | Sell |
7,390
-106
| -1% | -$8.75K | 0.1% | 247 |
|
|
2021
Q4 | $459K | Sell |
7,496
-545
| -7% | -$33.4K | 0.07% | 294 |
|
|
2021
Q3 | $473K | Buy |
8,041
+6
| +0.1% | +$353 | 0.08% | 284 |
|
|
2021
Q2 | $507K | Sell |
8,035
-945
| -11% | -$59.6K | 0.09% | 270 |
|
|
2021
Q1 | $501K | Sell |
8,980
-1,441
| -14% | -$80.4K | 0.1% | 261 |
|
|
2020
Q4 | $430K | Sell |
10,421
-3,269
| -24% | -$135K | 0.09% | 275 |
|
|
2020
Q3 | $470K | Sell |
13,690
-4,145
| -23% | -$142K | 0.11% | 235 |
|
|
2020
Q2 | $798K | Buy |
17,835
+153
| +0.9% | +$6.85K | 0.2% | 138 |
|
|
2020
Q1 | $671K | Sell |
17,682
-1,165
| -6% | -$44.2K | 0.21% | 135 |
|
|
2019
Q4 | $1.32M | Sell |
18,847
-534
| -3% | -$37.3K | 0.3% | 88 |
|
|
2019
Q3 | $1.37M | Sell |
19,381
-3,410
| -15% | -$241K | 0.34% | 74 |
|
|
2019
Q2 | $1.75M | Buy |
22,791
+7,737
| +51% | +$593K | 0.39% | 59 |
|
|
2019
Q1 | $1.22M | Sell |
15,054
-14,129
| -48% | -$1.14M | 0.26% | 104 |
|
|
2018
Q4 | $1.99M | Buy |
29,183
+10,145
| +53% | +$692K | 0.82% | 31 |
|
|
2018
Q3 | $1.64M | Sell |
19,038
-8,626
| -31% | -$743K | 0.55% | 53 |
|
|
2018
Q2 | $2.29M | Buy |
27,664
+2,340
| +9% | +$194K | 0.73% | 33 |
|
|
2018
Q1 | $2M | Buy |
25,324
+6,097
| +32% | +$481K | 0.59% | 44 |
|
|
2017
Q4 | $1.61M | Sell |
19,227
-1,745
| -8% | -$146K | 0.37% | 84 |
|
|
2017
Q3 | $1.72M | Sell |
20,972
-1
| -0% | -$82 | 0.56% | 51 |
|
|
2017
Q2 | $1.69M | Buy |
+20,973
| New | +$1.69M | 0.47% | 49 |
|
|
2013
Q3 | – | Sell |
-800
| Closed | -$72K | – | 122 |
|
|
2013
Q2 | $72K | Buy |
+800
| New | +$72K | 0.06% | 47 |
|