Miller 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 | $31.4M | Sell |
291,118
-20,956
| -7% | -$2.26M | 14.69% | 3 |
|
|
2025
Q1 | $37.1M | Sell |
312,074
-1,249
| -0.4% | -$149K | 20.6% | 2 |
|
|
2024
Q4 | $33.7M | Sell |
313,323
-1,500
| -0.5% | -$161K | 17.18% | 3 |
|
|
2024
Q3 | $37.9M | Buy |
314,823
+3,421
| +1% | +$412K | 20.65% | 3 |
|
|
2024
Q2 | $35.8M | Buy |
311,402
+122
| +0% | +$14K | 19.39% | 3 |
|
|
2024
Q1 | $36.2M | Buy |
311,280
+433
| +0.1% | +$50.3K | 21.6% | 2 |
|
|
2023
Q4 | $31.1M | Sell |
310,847
-637
| -0.2% | -$63.7K | 19.94% | 3 |
|
|
2023
Q3 | $36.6M | Sell |
311,484
-198
| -0.1% | -$23.3K | 24.92% | 2 |
|
|
2023
Q2 | $33.4M | Buy |
+311,682
| New | +$33.4M | 22.55% | 3 |
|
|
2023
Q1 | – | Sell |
-411,298
| Closed | -$43M | – | 78 |
|
|
2022
Q4 | $43M | Buy |
411,298
+98,006
| +31% | +$10.2M | 29.85% | 1 |
|
|
2022
Q3 | $26.8M | Hold |
313,292
| – | – | 21.89% | 2 |
|
|
2022
Q2 | $26.8M | Buy |
313,292
+9,246
| +3% | +$792K | 22.27% | 2 |
|
|
2022
Q1 | $25.1M | Buy |
304,046
+38,366
| +14% | +$3.17M | 16.3% | 3 |
|
|
2021
Q4 | $16.3M | Buy |
+265,680
| New | +$16.3M | 10.94% | 4 |
|