Live Oak 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 | $4.39M | Buy |
40,731
+385
| +1% | +$41.5K | 0.65% | 53 |
|
|
2025
Q1 | $4.8M | Sell |
40,346
-99
| -0.2% | -$11.8K | 0.78% | 48 |
|
|
2024
Q4 | $4.35M | Sell |
40,445
-77
| -0.2% | -$8.28K | 0.73% | 52 |
|
|
2024
Q3 | $4.75M | Buy |
40,522
+125
| +0.3% | +$14.7K | 0.77% | 50 |
|
|
2024
Q2 | $4.65M | Buy |
40,397
+1,266
| +3% | +$146K | 0.8% | 50 |
|
|
2024
Q1 | $4.55M | Sell |
39,131
-42
| -0.1% | -$4.88K | 0.79% | 48 |
|
|
2023
Q4 | $3.92M | Buy |
39,173
+389
| +1% | +$38.9K | 0.74% | 51 |
|
|
2023
Q3 | $4.56M | Sell |
38,784
-80
| -0.2% | -$9.41K | 0.97% | 44 |
|
|
2023
Q2 | $4.17M | Buy |
38,864
+314
| +0.8% | +$33.7K | 0.83% | 49 |
|
|
2023
Q1 | $4.23M | Sell |
38,550
-1,023
| -3% | -$112K | 0.87% | 48 |
|
|
2022
Q4 | $4.36M | Buy |
39,573
+87
| +0.2% | +$9.6K | 0.9% | 45 |
|
|
2022
Q3 | $3.45M | Sell |
39,486
-52
| -0.1% | -$4.54K | 0.77% | 51 |
|
|
2022
Q2 | $3.39M | Buy |
39,538
+30,803
| +353% | +$2.64M | 0.71% | 56 |
|
|
2022
Q1 | $721K | Sell |
8,735
-1,337
| -13% | -$110K | 0.14% | 100 |
|
|
2021
Q4 | $616K | Buy |
10,072
+514
| +5% | +$31.4K | 0.12% | 113 |
|
|
2021
Q3 | $562K | Buy |
9,558
+328
| +4% | +$19.3K | 0.11% | 117 |
|
|
2021
Q2 | $582K | Buy |
9,230
+7
| +0.1% | +$441 | 0.13% | 108 |
|
|
2021
Q1 | $515K | Sell |
9,223
-4,403
| -32% | -$246K | 0.13% | 108 |
|
|
2020
Q4 | $562K | Sell |
13,626
-3,055
| -18% | -$126K | 0.16% | 90 |
|
|
2020
Q3 | $573K | Sell |
16,681
-1,464
| -8% | -$50.3K | 0.2% | 82 |
|
|
2020
Q2 | $811K | Buy |
18,145
+8,260
| +84% | +$369K | 0.29% | 66 |
|
|
2020
Q1 | $375K | Buy |
9,885
+3,968
| +67% | +$151K | 0.38% | 46 |
|
|
2019
Q4 | $413K | Buy |
+5,917
| New | +$413K | 0.4% | 48 |
|