Meridian 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 | $77.4M | Buy |
717,940
+1,172
| +0.2% | +$126K | 3.3% | 5 |
|
|
2025
Q1 | $85.2M | Sell |
716,768
-2,418
| -0.3% | -$288K | 4.13% | 3 |
|
|
2024
Q4 | $77.4M | Buy |
719,186
+10,895
| +2% | +$1.17M | 3.66% | 4 |
|
|
2024
Q3 | $83M | Buy |
708,291
+15,678
| +2% | +$1.84M | 4.08% | 3 |
|
|
2024
Q2 | $79.7M | Buy |
+692,613
| New | +$79.7M | 9.53% | 2 |
|
|
2024
Q1 | – | Sell |
-577,548
| Closed | -$57.7M | – | 592 |
|
|
2023
Q4 | $57.7M | Sell |
577,548
-140,597
| -20% | -$14.1M | 3.69% | 4 |
|
|
2023
Q3 | $84.4M | Sell |
718,145
-242,259
| -25% | -$28.5M | 5.17% | 3 |
|
|
2023
Q2 | $103M | Sell |
960,404
-6,804
| -0.7% | -$730K | 8.68% | 1 |
|
|
2023
Q1 | $106M | Buy |
967,208
+2,382
| +0.2% | +$261K | 9.25% | 1 |
|
|
2022
Q4 | $106M | Sell |
964,826
-11,679
| -1% | -$1.29M | 10.42% | 1 |
|
|
2022
Q3 | $85.3M | Sell |
976,505
-16,048
| -2% | -$1.4M | 9.17% | 1 |
|
|
2022
Q2 | $85M | Buy |
992,553
+35,677
| +4% | +$3.06M | 6.95% | 1 |
|
|
2022
Q1 | $79M | Buy |
956,876
+29,017
| +3% | +$2.4M | 8.64% | 1 |
|
|
2021
Q4 | $56.8M | Buy |
927,859
+45,934
| +5% | +$2.81M | 6.06% | 1 |
|
|
2021
Q3 | $51.9M | Buy |
881,925
+31,734
| +4% | +$1.87M | 6.4% | 1 |
|
|
2021
Q2 | $53.6M | Buy |
850,191
+9,556
| +1% | +$603K | 6.84% | 1 |
|
|
2021
Q1 | $46.9M | Buy |
840,635
+2,503
| +0.3% | +$140K | 6.83% | 1 |
|
|
2020
Q4 | $34.5M | Buy |
838,132
+816,488
| +3,772% | +$33.7M | 5.48% | 2 |
|
|
2020
Q3 | $742K | Buy |
21,644
+11,875
| +122% | +$407K | 0.18% | 108 |
|
|
2020
Q2 | $436K | Buy |
+9,769
| New | +$436K | 0.15% | 131 |
|
|
2020
Q1 | – | Sell |
-4,268
| Closed | -$297K | – | 254 |
|
|
2019
Q4 | $297K | Buy |
4,268
+352
| +9% | +$24.5K | 0.14% | 154 |
|
|
2019
Q3 | $277K | Sell |
3,916
-17
| -0.4% | -$1.2K | 0.13% | 159 |
|
|
2019
Q2 | $3.01K | Buy |
3,933
+27
| +0.7% | +$21 | 0.12% | 145 |
|
|
2019
Q1 | $316K | Sell |
3,906
-864
| -18% | -$69.9K | 0.14% | 134 |
|
|
2018
Q4 | $325K | Sell |
4,770
-1,688
| -26% | -$115K | 0.19% | 104 |
|
|
2018
Q3 | $549K | Sell |
6,458
-94
| -1% | -$7.99K | 0.24% | 76 |
|
|
2018
Q2 | $542K | Buy |
6,552
+2,122
| +48% | +$176K | 0.26% | 76 |
|
|
2018
Q1 | $331K | Sell |
4,430
-11,857
| -73% | -$886K | 0.17% | 125 |
|
|
2017
Q4 | $1.34M | Buy |
16,287
+286
| +2% | +$23.6K | 0.83% | 25 |
|
|
2017
Q3 | $1.31M | Buy |
16,001
+11,321
| +242% | +$928K | 0.83% | 24 |
|
|
2017
Q2 | $378K | Sell |
4,680
-11,393
| -71% | -$920K | 0.24% | 98 |
|
|
2017
Q1 | $1.32M | Buy |
16,073
+4,042
| +34% | +$331K | 0.79% | 28 |
|
|
2016
Q4 | $1.07M | Buy |
+12,031
| New | +$1.07M | 0.84% | 24 |
|