McAlister Sweet & Associates’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 | $3.84M | Sell |
35,629
-5,376
| -13% | -$580K | 3.41% | 10 |
|
2025
Q1 | $4.88M | Sell |
41,005
-7,146
| -15% | -$850K | 3.69% | 10 |
|
2024
Q4 | $5.18M | Buy |
48,151
+7,892
| +20% | +$849K | 3.69% | 8 |
|
2024
Q3 | $4.72M | Sell |
40,259
-8,168
| -17% | -$957K | 3.9% | 11 |
|
2024
Q2 | $5.57M | Buy |
48,427
+8,103
| +20% | +$933K | 4% | 6 |
|
2024
Q1 | $4.69M | Sell |
40,324
-9,742
| -19% | -$1.13M | 3.68% | 8 |
|
2023
Q4 | $5.01M | Buy |
50,066
+7,582
| +18% | +$758K | 4.65% | 7 |
|
2023
Q3 | $5M | Sell |
42,484
-13,028
| -23% | -$1.53M | 4.25% | 5 |
|
2023
Q2 | $5.95M | Sell |
55,512
-1,825
| -3% | -$196K | 5.12% | 4 |
|
2023
Q1 | $6.29M | Sell |
57,337
-1,601
| -3% | -$176K | 6.91% | 4 |
|
2022
Q4 | $6.5M | Buy |
58,938
+1,187
| +2% | +$131K | 9.63% | 3 |
|
2022
Q3 | $5.04M | Buy |
57,751
+2,289
| +4% | +$200K | 5.39% | 6 |
|
2022
Q2 | $4.75M | Buy |
55,462
+4,408
| +9% | +$378K | 4.82% | 6 |
|
2022
Q1 | $4.22M | Sell |
51,054
-4,459
| -8% | -$368K | 4.48% | 7 |
|
2021
Q4 | $3.4M | Buy |
+55,513
| New | +$3.4M | 2.96% | 10 |
|