Mills 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 | $425K | Buy |
3,945
+3
| +0.1% | +$323 | 0.2% | 47 |
|
|
2025
Q1 | $469K | Buy |
3,942
+503
| +15% | +$59.8K | 0.25% | 41 |
|
|
2024
Q4 | $370K | Buy |
3,439
+272
| +9% | +$29.3K | 0.21% | 41 |
|
|
2024
Q3 | $371K | Hold |
3,167
| – | – | 0.26% | 38 |
|
|
2024
Q2 | $365K | Sell |
3,167
-162
| -5% | -$18.7K | 0.26% | 38 |
|
|
2024
Q1 | $387K | Hold |
3,329
| – | – | 0.28% | 38 |
|
|
2023
Q4 | $333K | Buy |
3,329
+5
| +0.2% | +$500 | 0.25% | 36 |
|
|
2023
Q3 | $391K | Buy |
3,324
+162
| +5% | +$19K | 0.31% | 34 |
|
|
2023
Q2 | $339K | Sell |
3,162
-119
| -4% | -$12.8K | 0.26% | 34 |
|
|
2023
Q1 | $360K | Buy |
3,281
+49
| +2% | +$5.37K | 0.29% | 35 |
|
|
2022
Q4 | $356K | Buy |
+3,232
| New | +$356K | 0.32% | 42 |
|