Jackson Thornton 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 | $1.02M | Sell |
8,967
-525
| -6% | -$60K | 0.12% | 38 |
|
|
2025
Q1 | $1.01M | Buy |
9,492
+5,270
| +125% | +$563K | 0.13% | 36 |
|
|
2024
Q4 | $454K | Buy |
4,222
+1,204
| +40% | +$130K | 0.06% | 53 |
|
|
2024
Q3 | $354K | Sell |
3,018
-52
| -2% | -$6.1K | 0.05% | 52 |
|
|
2024
Q2 | $353K | Buy |
3,070
+415
| +16% | +$47.8K | 0.05% | 49 |
|
|
2024
Q1 | $309K | Sell |
2,655
-94
| -3% | -$10.9K | 0.05% | 41 |
|
|
2023
Q4 | $275K | Sell |
2,749
-87
| -3% | -$8.7K | 0.05% | 43 |
|
|
2023
Q3 | $333K | Buy |
2,836
+246
| +9% | +$28.9K | 0.07% | 30 |
|
|
2023
Q2 | $278K | Buy |
2,590
+653
| +34% | +$70K | 0.06% | 34 |
|
|
2023
Q1 | $212K | Sell |
1,937
-423
| -18% | -$46.4K | 0.05% | 30 |
|
|
2022
Q4 | $260K | Buy |
+2,360
| New | +$260K | 0.06% | 29 |
|
|
2022
Q3 | – | Sell |
-2,470
| Closed | -$212K | – | 35 |
|
|
2022
Q2 | $212K | Buy |
+2,470
| New | +$212K | 0.06% | 26 |
|