Journey Strategic 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 | $4.31M | Buy |
39,981
+18,052
| +82% | +$1.95M | 0.14% | 54 |
|
|
2025
Q1 | $2.61M | Buy |
21,929
+1,379
| +7% | +$164K | 0.09% | 65 |
|
|
2024
Q4 | $2.21M | Buy |
20,550
+4,941
| +32% | +$531K | 0.08% | 69 |
|
|
2024
Q3 | $1.83M | Buy |
15,609
+5,028
| +48% | +$589K | 0.07% | 77 |
|
|
2024
Q2 | $1.22M | Buy |
10,581
+4,289
| +68% | +$494K | 0.05% | 76 |
|
|
2024
Q1 | $731K | Buy |
6,292
+3,144
| +100% | +$365K | 0.03% | 98 |
|
|
2023
Q4 | $315K | Sell |
3,148
-16
| -0.5% | -$1.6K | 0.01% | 132 |
|
|
2023
Q3 | $372K | Sell |
3,164
-288
| -8% | -$33.9K | 0.02% | 96 |
|
|
2023
Q2 | $370K | Sell |
3,452
-2,806
| -45% | -$301K | 0.02% | 103 |
|
|
2023
Q1 | $686K | Buy |
6,258
+639
| +11% | +$70.1K | 0.07% | 80 |
|
|
2022
Q4 | $620K | Sell |
5,619
-85
| -1% | -$9.38K | 0.07% | 83 |
|
|
2022
Q3 | $497K | Buy |
+5,704
| New | +$497K | 0.07% | 68 |
|
|
2022
Q2 | – | Sell |
-4,357
| Closed | -$360K | – | 223 |
|
|
2022
Q1 | $360K | Buy |
4,357
+662
| +18% | +$54.7K | 0.04% | 83 |
|
|
2021
Q4 | $226K | Buy |
+3,695
| New | +$226K | 0.02% | 172 |
|