Marietta 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 | $320K | Hold |
2,970
| – | – | 0.04% | 110 |
|
|
2025
Q1 | $353K | Sell |
2,970
-349
| -11% | -$41.5K | 0.05% | 101 |
|
|
2024
Q4 | $357K | Buy |
3,319
+97
| +3% | +$10.4K | 0.05% | 100 |
|
|
2024
Q3 | $378K | Hold |
3,222
| – | – | 0.05% | 100 |
|
|
2024
Q2 | $371K | Buy |
+3,222
| New | +$371K | 0.06% | 98 |
|
|
2023
Q4 | – | Sell |
-1,858
| Closed | -$218K | – | 104 |
|
|
2023
Q3 | $218K | Buy |
+1,858
| New | +$218K | 0.04% | 100 |
|
|
2023
Q2 | – | Sell |
-1,858
| Closed | -$204K | – | 112 |
|
|
2023
Q1 | $204K | Hold |
1,858
| – | – | 0.04% | 106 |
|
|
2022
Q4 | $205K | Buy |
+1,858
| New | +$205K | 0.05% | 107 |
|
|
2020
Q1 | – | Sell |
-3,051
| Closed | -$213K | – | 126 |
|
|
2019
Q4 | $213K | Hold |
3,051
| – | – | 0.07% | 114 |
|
|
2019
Q3 | $215K | Sell |
3,051
-486
| -14% | -$34.2K | 0.08% | 117 |
|
|
2019
Q2 | $271K | Sell |
3,537
-361
| -9% | -$27.7K | 0.11% | 105 |
|
|
2019
Q1 | $315K | Sell |
3,898
-2,340
| -38% | -$189K | 0.13% | 105 |
|
|
2018
Q4 | $425K | Sell |
6,238
-183
| -3% | -$12.5K | 0.2% | 95 |
|
|
2018
Q3 | $546K | Buy |
6,421
+99
| +2% | +$8.42K | 0.24% | 92 |
|
|
2018
Q2 | $523K | Sell |
6,322
-3,145
| -33% | -$260K | 0.26% | 92 |
|
|
2018
Q1 | $706K | Sell |
9,467
-13,797
| -59% | -$1.03M | 0.37% | 74 |
|
|
2017
Q4 | $1.95M | Sell |
23,264
-501
| -2% | -$41.9K | 1.05% | 39 |
|
|
2017
Q3 | $1.95M | Buy |
23,765
+421
| +2% | +$34.5K | 1.09% | 39 |
|
|
2017
Q2 | $1.89M | Buy |
23,344
+119
| +0.5% | +$9.61K | 1.15% | 40 |
|
|
2017
Q1 | $1.91M | Buy |
23,225
+4,283
| +23% | +$351K | 1.26% | 32 |
|
|
2016
Q4 | $1.71M | Buy |
+18,942
| New | +$1.71M | 1.37% | 21 |
|