MMA Asset 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
$572K Buy
5,304
+2,640
+99% +$285K 0.22% 85
2025
Q1
$317K Hold
2,664
0.13% 102
2024
Q4
$287K Sell
2,664
-1,248
-32% -$134K 0.13% 109
2024
Q3
$459K Sell
3,912
-1,434
-27% -$168K 0.12% 99
2024
Q2
$615K Sell
5,346
-90
-2% -$10.4K 0.29% 61
2024
Q1
$631K Buy
+5,436
New +$631K 0.3% 63
2023
Q4
Sell
-2,599
Closed -$306K 122
2023
Q3
$306K Hold
2,599
0.18% 86
2023
Q2
$279K Buy
2,599
+666
+34% +$71.4K 0.16% 95
2023
Q1
$212K Sell
1,933
-50
-3% -$5.48K 0.15% 98
2022
Q4
$219K Buy
+1,983
New +$219K 0.18% 96
2021
Q1
Sell
-5,750
Closed -$237K 98
2020
Q4
$237K Buy
+5,750
New +$237K 0.23% 77