Marcum 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
Q1 | $3.91M | Sell |
32,902
-78
| -0.2% | -$9.28K | 0.34% | 34 |
|
|
2024
Q4 | $3.55M | Sell |
32,980
-63
| -0.2% | -$6.78K | 0.31% | 38 |
|
|
2024
Q3 | $3.87M | Buy |
33,043
+562
| +2% | +$65.9K | 0.36% | 31 |
|
|
2024
Q2 | $3.74M | Buy |
32,481
+3,177
| +11% | +$366K | 0.37% | 30 |
|
|
2024
Q1 | $3.41M | Buy |
29,304
+791
| +3% | +$91.9K | 0.35% | 29 |
|
|
2023
Q4 | $2.85M | Buy |
28,513
+996
| +4% | +$99.6K | 0.3% | 30 |
|
|
2023
Q3 | $3.24M | Sell |
27,517
-303
| -1% | -$35.6K | 0.39% | 26 |
|
|
2023
Q2 | $2.98M | Buy |
27,820
+2,070
| +8% | +$222K | 0.35% | 27 |
|
|
2023
Q1 | $2.82M | Sell |
25,750
-1,180
| -4% | -$129K | 0.35% | 27 |
|
|
2022
Q4 | $2.97M | Sell |
26,930
-2,702
| -9% | -$298K | 0.39% | 27 |
|
|
2022
Q3 | $2.59M | Buy |
29,632
+261
| +0.9% | +$22.8K | 0.39% | 25 |
|
|
2022
Q2 | $2.52M | Sell |
29,371
-44
| -0.1% | -$3.77K | 0.38% | 27 |
|
|
2022
Q1 | $2.43M | Buy |
29,415
+4,711
| +19% | +$389K | 0.34% | 32 |
|
|
2021
Q4 | $1.51M | Sell |
24,704
-2,492
| -9% | -$153K | 0.21% | 69 |
|
|
2021
Q3 | $1.6M | Sell |
27,196
-2,662
| -9% | -$157K | 0.25% | 53 |
|
|
2021
Q2 | $1.88M | Sell |
29,858
-1,021
| -3% | -$64.4K | 0.31% | 37 |
|
|
2021
Q1 | $1.72M | Buy |
30,879
+13,791
| +81% | +$770K | 0.28% | 43 |
|
|
2020
Q4 | $704K | Buy |
17,088
+2,303
| +16% | +$94.9K | 0.17% | 48 |
|
|
2020
Q3 | $508K | Sell |
14,785
-2,733
| -16% | -$93.9K | 0.16% | 46 |
|
|
2020
Q2 | $783K | Buy |
17,518
+6,071
| +53% | +$271K | 0.24% | 43 |
|
|
2020
Q1 | $435K | Buy |
11,447
+2,985
| +35% | +$113K | 0.17% | 41 |
|
|
2019
Q4 | $591K | Buy |
+8,462
| New | +$591K | 0.22% | 44 |
|