McElhenny Sheffield Capital 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 | $7.2M | Sell |
66,832
-4
| -0% | -$431 | 1.92% | 10 |
|
|
2025
Q1 | $7.95M | Sell |
66,836
-2,438
| -4% | -$290K | 2.98% | 6 |
|
|
2024
Q4 | $7.45M | Buy |
69,274
+3,320
| +5% | +$357K | 2.5% | 8 |
|
|
2024
Q3 | $7.73M | Buy |
65,954
+13
| +0% | +$1.52K | 2.54% | 9 |
|
|
2024
Q2 | $7.59M | Buy |
65,941
+2,716
| +4% | +$313K | 2.62% | 9 |
|
|
2024
Q1 | $7.35M | Sell |
63,225
-1,243
| -2% | -$144K | 2.62% | 10 |
|
|
2023
Q4 | $6.45M | Buy |
64,468
+933
| +1% | +$93.3K | 2.62% | 9 |
|
|
2023
Q3 | $7.47M | Sell |
63,535
-897
| -1% | -$105K | 3.8% | 7 |
|
|
2023
Q2 | $6.91M | Sell |
64,432
-341
| -0.5% | -$36.6K | 2.95% | 9 |
|
|
2023
Q1 | $7.11M | Buy |
64,773
+281
| +0.4% | +$30.8K | 3.74% | 11 |
|
|
2022
Q4 | $7.06M | Buy |
64,492
+589
| +0.9% | +$64.5K | 3.27% | 8 |
|
|
2022
Q3 | $5.58M | Hold |
63,903
| – | – | 4.26% | 4 |
|
|
2022
Q2 | $5.47M | Hold |
63,903
| – | – | 2.55% | 5 |
|
|
2022
Q1 | $5.28M | Sell |
63,903
-531
| -0.8% | -$43.9K | 1.84% | 8 |
|
|
2021
Q4 | $3.94M | Sell |
64,434
-319
| -0.5% | -$19.5K | 1.48% | 9 |
|
|
2021
Q3 | $3.81M | Buy |
+64,753
| New | +$3.81M | 1.72% | 5 |
|