Mitchell & Pahl Private Wealth’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 | $3.42M | Buy |
31,760
+582
| +2% | +$62.7K | 1.51% | 7 |
|
|
2025
Q1 | $3.71M | Buy |
31,178
+173
| +0.6% | +$20.6K | 1.73% | 5 |
|
|
2024
Q4 | $3.34M | Buy |
31,005
+396
| +1% | +$42.6K | 1.56% | 7 |
|
|
2024
Q3 | $3.59M | Buy |
30,609
+2,199
| +8% | +$258K | 1.67% | 6 |
|
|
2024
Q2 | $3.27M | Sell |
28,410
-217
| -0.8% | -$25K | 1.73% | 6 |
|
|
2024
Q1 | $3.33M | Sell |
28,627
-49
| -0.2% | -$5.7K | 1.75% | 7 |
|
|
2023
Q4 | $2.87M | Sell |
28,676
-3,466
| -11% | -$347K | 1.63% | 7 |
|
|
2023
Q3 | $3.78M | Buy |
32,142
+670
| +2% | +$78.8K | 2.24% | 4 |
|
|
2023
Q2 | $3.38M | Buy |
31,472
+35
| +0.1% | +$3.75K | 2.04% | 5 |
|
|
2023
Q1 | $3.45M | Sell |
31,437
-225
| -0.7% | -$24.7K | 2.16% | 4 |
|
|
2022
Q4 | $3.49M | Sell |
31,662
-366
| -1% | -$40.4K | 2.29% | 4 |
|
|
2022
Q3 | $2.8M | Buy |
32,028
+120
| +0.4% | +$10.5K | 2.07% | 4 |
|
|
2022
Q2 | $2.73M | Buy |
31,908
+374
| +1% | +$32K | 1.9% | 5 |
|
|
2022
Q1 | $2.6M | Buy |
31,534
+665
| +2% | +$54.9K | 1.66% | 9 |
|
|
2021
Q4 | $1.89M | Buy |
30,869
+431
| +1% | +$26.4K | 1.21% | 21 |
|
|
2021
Q3 | $1.79M | Buy |
30,438
+407
| +1% | +$23.9K | 1.29% | 21 |
|
|
2021
Q2 | $1.89M | Buy |
30,031
+285
| +1% | +$18K | 1.35% | 16 |
|
|
2021
Q1 | $1.66M | Buy |
29,746
+5,304
| +22% | +$296K | 1.29% | 23 |
|
|
2020
Q4 | $1.01M | Buy |
+24,442
| New | +$1.01M | 0.85% | 41 |
|