Melfa 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
$1.51M Hold
13,986
0.95% 24
2025
Q1
$1.66M Sell
13,986
-975
-7% -$116K 1.12% 20
2024
Q4
$1.61M Buy
14,961
+144
+1% +$15.5K 1.08% 22
2024
Q3
$1.74M Sell
14,817
-7
-0% -$821 1.15% 20
2024
Q2
$1.71M Buy
14,824
+343
+2% +$39.5K 1.19% 20
2024
Q1
$1.68M Buy
14,481
+1,832
+14% +$213K 1.22% 19
2023
Q4
$1.26M Sell
12,649
-4,128
-25% -$413K 1.19% 22
2023
Q3
$1.97M Sell
16,777
-49
-0.3% -$5.76K 2.14% 11
2023
Q2
$1.8M Sell
16,826
-299
-2% -$32.1K 1.83% 12
2023
Q1
$1.88M Buy
17,125
+3,250
+23% +$356K 1.88% 12
2022
Q4
$1.53M Buy
+13,875
New +$1.53M 1.6% 17