Merit Financial Group’s Exxon Mobil XOM Stock Holding History

Merit Financial Group’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.4M	Buy	272,975 +45,665	+20%	+$4.92M	0.33%	55
2025 Q1	$27M	Buy	227,310 +24,833	+12%	+$2.95M	0.4%	49
2024 Q4	$21.8M	Buy	202,477 +33,044	+20%	+$3.55M	0.39%	46
2024 Q3	$19.9M	Buy	169,433 +7,473	+5%	+$876K	0.44%	35
2024 Q2	$18.6M	Buy	161,960 +416	+0.3%	+$47.9K	0.41%	40
2024 Q1	$18.7M	Buy	161,544 +79,918	+98%	+$9.27M	0.45%	34
2023 Q4	$8.16M	Sell	81,626 -37,389	-31%	-$3.74M	0.25%	56
2023 Q3	$14M	Buy	119,015 +8,369	+8%	+$984K	0.46%	34
2023 Q2	$11.9M	Buy	110,646 +9,908	+10%	+$1.06M	0.38%	42
2023 Q1	$11M	Sell	100,738 -5,084	-5%	-$558K	0.4%	41
2022 Q4	$11.7M	Buy	105,822 +3,029	+3%	+$334K	0.42%	32
2022 Q3	$8.98M	Sell	102,793 -68,438	-40%	-$5.98M	0.39%	33
2022 Q2	$14.7M	Buy	171,231 +119,302	+230%	+$10.2M	0.45%	29
2022 Q1	$4.29M	Buy	51,929 +34,357	+196%	+$2.84M	0.26%	58
2021 Q4	$1.08M	Sell	17,572 -192	-1%	-$11.7K	0.11%	89
2021 Q3	$1.05M	Buy	17,764 +3,984	+29%	+$234K	0.11%	92
2021 Q2	$869K	Sell	13,780 -8,306	-38%	-$524K	0.08%	108
2021 Q1	$1.23M	Buy	22,086 +7,067	+47%	+$395K	0.13%	79
2020 Q4	$619K	Sell	15,019 -17,604	-54%	-$726K	0.06%	121
2020 Q3	$1.12M	Buy	32,623 +4,423	+16%	+$152K	0.1%	78
2020 Q2	$1.26M	Sell	28,200 -3,546	-11%	-$159K	0.13%	71
2020 Q1	$1.21M	Buy	31,746 +2,805	+10%	+$106K	0.13%	62
2019 Q4	$2.02M	Buy	28,941 +10,084	+53%	+$704K	0.18%	40
2019 Q3	$1.33M	Buy	18,857 +15,927	+544%	+$1.12M	0.15%	36
2019 Q2	$224K	Sell	2,930 -211	-7%	-$16.1K	0.03%	108
2019 Q1	$253K	Sell	3,141 -86	-3%	-$6.93K	0.03%	103
2018 Q4	$220K	Sell	3,227 -393	-11%	-$26.8K	0.03%	103
2018 Q3	$307K	Buy	3,620 +305	+9%	+$25.9K	0.05%	92
2018 Q2	$274K	Buy	3,315 +87	+3%	+$7.19K	0.05%	95
2018 Q1	$240K	Buy	3,228 +424	+15%	+$31.5K	0.05%	98
2017 Q4	$234K	Buy	+2,804	New	+$234K	0.05%	100