MBM Wealth Consultants’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $682K | Buy |
4,020
+236
| +6% | +$34.4K | 0.16% | 63 |
|
|
2025
Q4 | $455K | Buy |
3,784
+311
| +9% | +$36.1K | 0.11% | 77 |
|
|
2025
Q3 | $392K | Buy |
3,473
+79
| +2% | +$8.78K | 0.1% | 86 |
|
|
2025
Q2 | $366K | Buy |
3,394
+283
| +9% | +$30.3K | 0.1% | 90 |
|
|
2025
Q1 | $370K | Buy |
3,111
+452
| +17% | +$50K | 0.11% | 86 |
|
|
2024
Q4 | $285K | Buy |
2,659
+188
| +8% | +$22K | 0.08% | 92 |
|
|
2024
Q3 | $290K | Buy |
2,471
+11
| +0.4% | +$1.27K | 0.09% | 87 |
|
|
2024
Q2 | $273K | Buy |
2,460
+31
| +1% | +$3.61K | 0.09% | 84 |
|
|
2024
Q1 | $282K | Sell |
2,429
-70
| -3% | -$7.32K | 0.1% | 84 |
|
|
2023
Q4 | $258K | Buy |
2,499
+18
| +0.7% | +$1.89K | 0.1% | 87 |
|
|
2023
Q3 | $273K | Buy |
2,481
+122
| +5% | +$13.4K | 0.12% | 83 |
|
|
2023
Q2 | $251K | Buy |
2,359
+804
| +52% | +$87.7K | 0.11% | 86 |
|
|
2023
Q1 | $239K | Hold |
1,555
| – | – | 0.1% | 84 |
|
|
2022
Q4 | $166K | Buy |
1,555
+196
| +14% | +$21K | 0.08% | 96 |
|
|
2022
Q3 | $125K | Buy |
1,359
+299
| +28% | +$27.3K | 0.06% | 96 |
|
|
2022
Q2 | $91K | Buy |
1,060
+25
| +2% | +$2.25K | 0.04% | 111 |
|
|
2022
Q1 | $85K | Buy |
1,035
+250
| +32% | +$19.4K | 0.04% | 140 |
|
|
2021
Q4 | $48K | Buy |
785
+73
| +10% | +$4.56K | 0.02% | 166 |
|
|
2021
Q3 | $42K | Buy |
712
+165
| +30% | +$9.4K | 0.02% | 157 |
|
|
2021
Q2 | $35K | Hold |
547
| – | – | 0.02% | 158 |
|
|
2021
Q1 | $31K | Hold |
547
| – | – | 0.02% | 163 |
|
|
2020
Q4 | $23K | Sell |
547
-376
| -41% | -$14.1K | 0.01% | 165 |
|
|
2020
Q3 | $32K | Sell |
923
-405
| -30% | -$16.6K | 0.02% | 148 |
|
|
2020
Q2 | $59K | Sell |
1,328
-7,221
| -84% | -$324K | 0.04% | 111 |
|
|
2020
Q1 | $325K | Buy |
8,549
+1,648
| +24% | +$91K | 0.27% | 64 |
|
|
2019
Q4 | $481K | Buy |
6,901
+708
| +11% | +$49K | 0.36% | 57 |
|
|
2019
Q3 | $437K | Buy |
6,193
+123
| +2% | +$8.89K | 0.34% | 65 |
|
|
2019
Q2 | $468K | Buy |
6,070
+116
| +2% | +$8.98K | 0.39% | 57 |
|
|
2019
Q1 | $481K | Buy |
5,954
+55
| +0.9% | +$4.19K | 0.42% | 55 |
|
|
2018
Q4 | $402K | Buy |
+5,899
| New | +$463K | 0.39% | 60 |
|
Other funds holding XOM
VCM
VPM
