Meridian Wealth Advisors’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 | $33.1M | Buy |
307,308
+1,049
| +0.3% | +$113K | 5.24% | 3 |
|
|
2025
Q1 | $36.4M | Sell |
306,259
-6,071
| -2% | -$722K | 6.18% | 3 |
|
|
2024
Q4 | $33.6M | Sell |
312,330
-2,812
| -0.9% | -$302K | 5.54% | 3 |
|
|
2024
Q3 | $36.9M | Sell |
315,142
-948
| -0.3% | -$111K | 6.18% | 3 |
|
|
2024
Q2 | $36.4M | Buy |
316,090
+52,590
| +20% | +$6.05M | 6.49% | 3 |
|
|
2024
Q1 | $30.6M | Sell |
263,500
-914
| -0.3% | -$106K | 5.75% | 3 |
|
|
2023
Q4 | $26.4M | Buy |
264,414
+485
| +0.2% | +$48.5K | 5.79% | 2 |
|
|
2023
Q3 | $31M | Sell |
263,929
-536
| -0.2% | -$63K | 7.75% | 2 |
|
|
2023
Q2 | $28.4M | Sell |
264,465
-4,760
| -2% | -$511K | 6.86% | 2 |
|
|
2023
Q1 | $29.5M | Sell |
269,225
-5,994
| -2% | -$657K | 7.39% | 2 |
|
|
2022
Q4 | $30.4M | Sell |
275,219
-32,560
| -11% | -$3.59M | 7.82% | 2 |
|
|
2022
Q3 | $26.9M | Sell |
307,779
-24,520
| -7% | -$2.14M | 7.57% | 2 |
|
|
2022
Q2 | $28.5M | Buy |
332,299
+25,198
| +8% | +$2.16M | 7.56% | 2 |
|
|
2022
Q1 | $25.4M | Sell |
307,101
-2,243
| -0.7% | -$185K | 5.88% | 2 |
|
|
2021
Q4 | $18.9M | Sell |
309,344
-2,492
| -0.8% | -$152K | 4.6% | 3 |
|
|
2021
Q3 | $18.3M | Buy |
311,836
+2,315
| +0.7% | +$136K | 5.11% | 2 |
|
|
2021
Q2 | $19.5M | Buy |
309,521
+1,049
| +0.3% | +$66.2K | 5.53% | 2 |
|
|
2021
Q1 | $17.2M | Buy |
308,472
+2,552
| +0.8% | +$142K | 5.72% | 2 |
|
|
2020
Q4 | $12.6M | Sell |
305,920
-2,380
| -0.8% | -$98.1K | 4.6% | 3 |
|
|
2020
Q3 | $10.6M | Sell |
308,300
-54,299
| -15% | -$1.86M | 4.55% | 4 |
|
|
2020
Q2 | $16.2M | Sell |
362,599
-323
| -0.1% | -$14.4K | 7.49% | 2 |
|
|
2020
Q1 | $13.8M | Sell |
362,922
-4,127
| -1% | -$157K | 7.62% | 2 |
|
|
2019
Q4 | $25.6M | Buy |
367,049
+14,428
| +4% | +$1.01M | 10.09% | 2 |
|
|
2019
Q3 | $24.9M | Buy |
352,621
+1,734
| +0.5% | +$122K | 10.66% | 1 |
|
|
2019
Q2 | $26.9M | Sell |
350,887
-893
| -0.3% | -$68.4K | 18.76% | 1 |
|
|
2019
Q1 | $28.4M | Buy |
351,780
+317
| +0.1% | +$25.6K | 20.72% | 1 |
|
|
2018
Q4 | $24M | Buy |
+351,463
| New | +$24M | 18.4% | 1 |
|