LMG Wealth Partners’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 | $6.59M | Buy |
61,134
+785
| +1% | +$84.6K | 1.35% | 23 |
|
|
2025
Q1 | $7.18M | Sell |
60,349
-5,355
| -8% | -$637K | 1.6% | 19 |
|
|
2024
Q4 | $7.07M | Buy |
65,704
+539
| +0.8% | +$58K | 1.54% | 21 |
|
|
2024
Q3 | $7.64M | Buy |
65,165
+1,599
| +3% | +$187K | 1.75% | 20 |
|
|
2024
Q2 | $7.32M | Buy |
63,566
+362
| +0.6% | +$41.7K | 1.82% | 15 |
|
|
2024
Q1 | $7.35M | Buy |
63,204
+2,557
| +4% | +$297K | 1.85% | 16 |
|
|
2023
Q4 | $6.06M | Sell |
60,647
-434
| -0.7% | -$43.4K | 1.68% | 19 |
|
|
2023
Q3 | $7.18M | Buy |
61,081
+922
| +2% | +$108K | 2.19% | 11 |
|
|
2023
Q2 | $6.45M | Buy |
60,159
+128
| +0.2% | +$13.7K | 1.97% | 17 |
|
|
2023
Q1 | $6.58M | Sell |
60,031
-2,795
| -4% | -$307K | 2.13% | 15 |
|
|
2022
Q4 | $7.09M | Buy |
+62,826
| New | +$7.09M | 2.35% | 10 |
|