Marion 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 | $714K | Buy |
6,624
+241
| +4% | +$26K | 0.18% | 82 |
|
|
2025
Q1 | $759K | Sell |
6,383
-223
| -3% | -$26.5K | 0.2% | 80 |
|
|
2024
Q4 | $711K | Hold |
6,606
| – | – | 0.19% | 80 |
|
|
2024
Q3 | $774K | Sell |
6,606
-33
| -0.5% | -$3.87K | 0.21% | 80 |
|
|
2024
Q2 | $764K | Sell |
6,639
-252
| -4% | -$29K | 0.22% | 80 |
|
|
2024
Q1 | $801K | Buy |
6,891
+330
| +5% | +$38.4K | 0.24% | 78 |
|
|
2023
Q4 | $656K | Sell |
6,561
-2,561
| -28% | -$256K | 0.21% | 79 |
|
|
2023
Q3 | $1.07M | Buy |
9,122
+3,264
| +56% | +$384K | 0.38% | 56 |
|
|
2023
Q2 | $628K | Hold |
5,858
| – | – | 0.22% | 74 |
|
|
2023
Q1 | $642K | Buy |
5,858
+78
| +1% | +$8.55K | 0.24% | 73 |
|
|
2022
Q4 | $638K | Buy |
5,780
+438
| +8% | +$48.3K | 0.27% | 70 |
|
|
2022
Q3 | $466K | Buy |
+5,342
| New | +$466K | 0.24% | 75 |
|