MWM
MinichMacGregor Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
5,033
+14
| +0.3% | +$1.51K | 0.12% | 65 |
|
|
2025
Q1 | $597K | Sell |
5,019
-391
| -7% | -$46.5K | 0.13% | 63 |
|
|
2024
Q4 | $582K | Sell |
5,410
-482
| -8% | -$51.9K | 0.12% | 67 |
|
|
2024
Q3 | $691K | Sell |
5,892
-10
| -0.2% | -$1.17K | 0.15% | 59 |
|
|
2024
Q2 | $679K | Buy |
5,902
+212
| +4% | +$24.4K | 0.17% | 55 |
|
|
2024
Q1 | $666K | Hold |
5,690
| – | – | 0.17% | 60 |
|
|
2023
Q4 | $569K | Sell |
5,690
-628
| -10% | -$62.8K | 0.16% | 54 |
|
|
2023
Q3 | $743K | Buy |
6,318
+14
| +0.2% | +$1.65K | 0.25% | 56 |
|
|
2023
Q2 | $676K | Sell |
6,304
-483
| -7% | -$51.8K | 0.21% | 57 |
|
|
2023
Q1 | $744K | Buy |
6,787
+641
| +10% | +$70.3K | 0.25% | 50 |
|
|
2022
Q4 | $678K | Sell |
6,146
-188
| -3% | -$20.7K | 0.24% | 45 |
|
|
2022
Q3 | $553K | Buy |
6,334
+3,107
| +96% | +$271K | 0.22% | 52 |
|
|
2022
Q2 | $276K | Buy |
3,227
+666
| +26% | +$57K | 0.11% | 63 |
|
|
2022
Q1 | $211K | Buy |
+2,561
| New | +$211K | 0.07% | 82 |
|
|
2020
Q2 | – | Sell |
-18,885
| Closed | -$764K | – | 127 |
|
|
2020
Q1 | $764K | Buy |
+18,885
| New | +$764K | 0.69% | 42 |
|
|
2019
Q1 | – | Sell |
-37,775
| Closed | -$3.1M | – | 124 |
|
|
2018
Q4 | $3.1M | Buy |
37,775
+35,941
| +1,960% | +$2.95M | 2.12% | 8 |
|
|
2018
Q3 | $157K | Sell |
1,834
-126
| -6% | -$10.8K | 0.1% | 52 |
|
|
2018
Q2 | $160K | Buy |
1,960
+283
| +17% | +$23.1K | 0.11% | 49 |
|
|
2018
Q1 | $125K | Sell |
1,677
-485
| -22% | -$36.2K | 0.1% | 57 |
|
|
2017
Q4 | $180K | Sell |
2,162
-5
| -0.2% | -$416 | 0.14% | 44 |
|
|
2017
Q3 | $177K | Buy |
2,167
+59
| +3% | +$4.82K | 0.15% | 40 |
|
|
2017
Q2 | $170K | Sell |
2,108
-391
| -16% | -$31.5K | 0.15% | 43 |
|
|
2017
Q1 | $205K | Buy |
2,499
+243
| +11% | +$19.9K | 0.18% | 35 |
|
|
2016
Q4 | $203K | Sell |
2,256
-1,997
| -47% | -$180K | 0.19% | 36 |
|
|
2016
Q3 | $371K | Buy |
4,253
+23
| +0.5% | +$2.01K | 0.35% | 30 |
|
|
2016
Q2 | $396K | Sell |
4,230
-140
| -3% | -$13.1K | 0.37% | 27 |
|
|
2016
Q1 | $365K | Sell |
4,370
-206
| -5% | -$17.2K | 0.35% | 29 |
|
|
2015
Q4 | $389K | Buy |
+4,576
| New | +$389K | 0.36% | 31 |
|