Johnson & White 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 | $1.73M | Buy |
16,010
+3,742
| +31% | +$403K | 0.87% | 29 |
|
|
2025
Q1 | $1.46M | Buy |
12,268
+257
| +2% | +$30.6K | 0.82% | 32 |
|
|
2024
Q4 | $1.29M | Buy |
12,011
+489
| +4% | +$52.5K | 0.78% | 32 |
|
|
2024
Q3 | $1.35M | Buy |
11,522
+412
| +4% | +$48.3K | 1.16% | 23 |
|
|
2024
Q2 | $1.28M | Buy |
11,110
+924
| +9% | +$106K | 1.22% | 22 |
|
|
2024
Q1 | $1.18M | Buy |
10,186
+699
| +7% | +$81.3K | 0.86% | 32 |
|
|
2023
Q4 | $949K | Buy |
9,487
+383
| +4% | +$38.3K | 0.79% | 33 |
|
|
2023
Q3 | $1.07M | Buy |
9,104
+77
| +0.9% | +$9.05K | 0.97% | 30 |
|
|
2023
Q2 | $968K | Buy |
9,027
+123
| +1% | +$13.2K | 1.33% | 19 |
|
|
2023
Q1 | $976K | Buy |
+8,904
| New | +$976K | 0.87% | 31 |
|
|
2022
Q4 | – | Sell |
-2,445
| Closed | -$213K | – | 130 |
|
|
2022
Q3 | $213K | Buy |
+2,445
| New | +$213K | 0.24% | 71 |
|