Mission Wealth Management’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 | $10.3M | Buy |
95,398
+650
| +0.7% | +$70.1K | 0.22% | 59 |
|
|
2025
Q1 | $11.3M | Buy |
94,748
+8,470
| +10% | +$1.01M | 0.28% | 55 |
|
|
2024
Q4 | $9.28M | Sell |
86,278
-1,070
| -1% | -$115K | 0.22% | 56 |
|
|
2024
Q3 | $10.2M | Buy |
87,348
+6,411
| +8% | +$751K | 0.25% | 52 |
|
|
2024
Q2 | $9.32M | Buy |
80,937
+378
| +0.5% | +$43.5K | 0.25% | 53 |
|
|
2024
Q1 | $9.36M | Buy |
80,559
+6,714
| +9% | +$780K | 0.25% | 58 |
|
|
2023
Q4 | $7.38M | Buy |
73,845
+4,810
| +7% | +$481K | 0.24% | 57 |
|
|
2023
Q3 | $8.12M | Sell |
69,035
-1,751
| -2% | -$206K | 0.3% | 47 |
|
|
2023
Q2 | $7.59M | Buy |
70,786
+9,897
| +16% | +$1.06M | 0.29% | 50 |
|
|
2023
Q1 | $6.68M | Sell |
60,889
-2,864
| -4% | -$314K | 0.28% | 56 |
|
|
2022
Q4 | $7.03M | Sell |
63,753
-14,521
| -19% | -$1.6M | 0.34% | 47 |
|
|
2022
Q3 | $6.83M | Buy |
78,274
+23,035
| +42% | +$2.01M | 0.36% | 38 |
|
|
2022
Q2 | $4.73M | Buy |
55,239
+4,281
| +8% | +$367K | 0.25% | 52 |
|
|
2022
Q1 | $4.21M | Sell |
50,958
-1,023
| -2% | -$84.5K | 0.19% | 66 |
|
|
2021
Q4 | $3.18M | Buy |
51,981
+4
| +0% | +$245 | 0.14% | 78 |
|
|
2021
Q3 | $3.06M | Buy |
51,977
+2,753
| +6% | +$162K | 0.16% | 73 |
|
|
2021
Q2 | $3.11M | Sell |
49,224
-989
| -2% | -$62.4K | 0.16% | 74 |
|
|
2021
Q1 | $2.8M | Buy |
50,213
+11,853
| +31% | +$662K | 0.16% | 72 |
|
|
2020
Q4 | $1.58M | Buy |
38,360
+3,161
| +9% | +$130K | 0.1% | 98 |
|
|
2020
Q3 | $1.21M | Buy |
35,199
+197
| +0.6% | +$6.76K | 0.09% | 104 |
|
|
2020
Q2 | $1.57M | Buy |
35,002
+1,684
| +5% | +$75.3K | 0.14% | 87 |
|
|
2020
Q1 | $1.27M | Sell |
33,318
-2,773
| -8% | -$105K | 0.14% | 86 |
|
|
2019
Q4 | $2.52M | Sell |
36,091
-469
| -1% | -$32.7K | 0.24% | 62 |
|
|
2019
Q3 | $2.58M | Buy |
36,560
+822
| +2% | +$58.1K | 0.28% | 56 |
|
|
2019
Q2 | $2.74M | Sell |
35,738
-2,795
| -7% | -$214K | 0.31% | 48 |
|
|
2019
Q1 | $3.11M | Buy |
38,533
+4,926
| +15% | +$398K | 0.36% | 39 |
|
|
2018
Q4 | $2.29M | Sell |
33,607
-866
| -3% | -$59.1K | 0.3% | 47 |
|
|
2018
Q3 | $2.93M | Sell |
34,473
-4,413
| -11% | -$375K | 0.39% | 39 |
|
|
2018
Q2 | $3.22M | Buy |
38,886
+10,584
| +37% | +$876K | 0.47% | 35 |
|
|
2018
Q1 | $2.11M | Sell |
28,302
-290
| -1% | -$21.6K | 0.34% | 39 |
|
|
2017
Q4 | $2.39M | Buy |
28,592
+1,156
| +4% | +$96.7K | 0.41% | 35 |
|
|
2017
Q3 | $2.25M | Buy |
27,436
+1,140
| +4% | +$93.4K | 0.41% | 34 |
|
|
2017
Q2 | $2.12M | Sell |
26,296
-1,407
| -5% | -$114K | 0.4% | 36 |
|
|
2017
Q1 | $2.27M | Sell |
27,703
-139
| -0.5% | -$11.4K | 0.44% | 31 |
|
|
2016
Q4 | $2.51M | Sell |
27,842
-279
| -1% | -$25.2K | 0.5% | 29 |
|
|
2016
Q3 | $2.45M | Buy |
+28,121
| New | +$2.45M | 0.59% | 25 |
|
|
2016
Q2 | – | Sell |
-28,548
| Closed | -$2.39M | – | 177 |
|
|
2016
Q1 | $2.39M | Buy |
28,548
+1,730
| +6% | +$145K | 0.64% | 24 |
|
|
2015
Q4 | $2.09M | Buy |
26,818
+4,647
| +21% | +$362K | 0.59% | 21 |
|
|
2015
Q3 | $1.65M | Buy |
22,171
+329
| +2% | +$24.5K | 0.5% | 23 |
|
|
2015
Q2 | $1.86M | Buy |
+21,842
| New | +$1.86M | 0.64% | 23 |
|