Miller Investment Management’s Exxon Mobil XOM Stock Holding History

Miller Investment Management’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	$258K	Hold	2,390	–	–	0.03%	90
2025 Q1	$284K	Hold	2,390	–	–	0.03%	89
2024 Q4	$257K	Hold	2,390	–	–	0.03%	94
2024 Q3	$280K	Hold	2,390	–	–	0.03%	92
2024 Q2	$275K	Buy	2,390 +290	+14%	+$33.4K	0.03%	94
2024 Q1	$244K	Hold	2,100	–	–	0.03%	100
2023 Q4	$210K	Buy	2,100 +100	+5%	+$10K	0.03%	99
2023 Q3	$235K	Hold	2,000	–	–	0.04%	90
2023 Q2	$215K	Hold	2,000	–	–	0.03%	94
2023 Q1	$219K	Hold	2,000	–	–	0.04%	93
2022 Q4	$221K	Buy	+2,000	New	+$221K	0.04%	90
2020 Q2	–	Sell	-9,953	Closed	-$378K	–	74
2020 Q1	$378K	Buy	9,953 +139	+1%	+$5.28K	0.12%	54
2019 Q4	$685K	Hold	9,814	–	–	0.15%	49
2019 Q3	$693K	Hold	9,814	–	–	0.16%	49
2019 Q2	$752K	Hold	9,814	–	–	0.17%	47
2019 Q1	$793K	Hold	9,814	–	–	0.21%	45
2018 Q4	$669K	Hold	9,814	–	–	0.2%	44
2018 Q3	$834K	Hold	9,814	–	–	0.25%	42
2018 Q2	$812K	Hold	9,814	–	–	0.24%	45
2018 Q1	$732K	Buy	9,814 +21	+0.2%	+$1.57K	0.24%	42
2017 Q4	$819K	Hold	9,793	–	–	0.25%	43
2017 Q3	$803K	Hold	9,793	–	–	0.26%	41
2017 Q2	$791K	Hold	9,793	–	–	0.28%	42
2017 Q1	$803K	Hold	9,793	–	–	0.29%	39
2016 Q4	$884K	Sell	9,793 -879	-8%	-$79.3K	0.29%	38
2016 Q3	$931K	Hold	10,672	–	–	0.33%	33
2016 Q2	$1M	Hold	10,672	–	–	0.39%	32
2016 Q1	$892K	Hold	10,672	–	–	0.39%	31
2015 Q4	$832K	Hold	10,672	–	–	0.32%	34
2015 Q3	$793K	Hold	10,672	–	–	0.32%	35
2015 Q2	$888K	Sell	10,672 -100	-0.9%	-$8.32K	0.33%	37
2015 Q1	$916K	Buy	10,772 +3,200	+42%	+$272K	0.33%	37
2014 Q4	$700K	Buy	7,572 +900	+13%	+$83.2K	0.27%	39
2014 Q3	$628K	Hold	6,672	–	–	0.3%	41
2014 Q2	$672K	Sell	6,672 -240	-3%	-$24.2K	0.3%	43
2014 Q1	$675K	Sell	6,912 -16,565	-71%	-$1.62M	0.38%	43
2013 Q4	$2.38M	Sell	23,477 -780	-3%	-$78.9K	1.32%	8
2013 Q3	$2.09M	Sell	24,257 -9,114	-27%	-$784K	1.25%	8
2013 Q2	$3.02M	Buy	+33,371	New	+$3.02M	2.15%	4