Modern 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 | $12.6M | Buy |
117,021
+627
| +0.5% | +$67.6K | 0.31% | 80 |
|
|
2025
Q1 | $13.8M | Buy |
116,394
+4,874
| +4% | +$580K | 0.44% | 57 |
|
|
2024
Q4 | $12M | Buy |
111,520
+47,126
| +73% | +$5.07M | 0.45% | 53 |
|
|
2024
Q3 | $7.55M | Buy |
64,394
+12,830
| +25% | +$1.5M | 0.46% | 42 |
|
|
2024
Q2 | $5.94M | Buy |
51,564
+10,723
| +26% | +$1.23M | 0.44% | 41 |
|
|
2024
Q1 | $4.75M | Buy |
40,841
+30,447
| +293% | +$3.54M | 0.44% | 35 |
|
|
2023
Q4 | $1.04M | Buy |
+10,394
| New | +$1.04M | 0.13% | 59 |
|