MWP
Moller Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
2,689
+184
| +7% | +$19.8K | 0.06% | 58 |
|
|
2025
Q1 | $298K | Sell |
2,505
-156
| -6% | -$18.6K | 0.07% | 51 |
|
|
2024
Q4 | $286K | Hold |
2,661
| – | – | 0.08% | 52 |
|
|
2024
Q3 | $312K | Hold |
2,661
| – | – | 0.08% | 53 |
|
|
2024
Q2 | $306K | Hold |
2,661
| – | – | 0.08% | 53 |
|
|
2024
Q1 | $309K | Hold |
2,661
| – | – | 0.08% | 42 |
|
|
2023
Q4 | $266K | Hold |
2,661
| – | – | 0.08% | 43 |
|
|
2023
Q3 | $313K | Hold |
2,661
| – | – | 0.1% | 39 |
|
|
2023
Q2 | $285K | Hold |
2,661
| – | – | 0.09% | 40 |
|
|
2023
Q1 | $292K | Hold |
2,661
| – | – | 0.09% | 39 |
|
|
2022
Q4 | $294K | Sell |
2,661
-10
| -0.4% | -$1.1K | 0.09% | 40 |
|
|
2022
Q3 | $233K | Hold |
2,671
| – | – | 0.08% | 42 |
|
|
2022
Q2 | $229K | Hold |
2,671
| – | – | 0.08% | 44 |
|
|
2022
Q1 | $221K | Sell |
2,671
-1,180
| -31% | -$97.6K | 0.07% | 50 |
|
|
2021
Q4 | $236K | Sell |
3,851
-2,020
| -34% | -$124K | 0.08% | 45 |
|
|
2021
Q3 | $345K | Hold |
5,871
| – | – | 0.11% | 40 |
|
|
2021
Q2 | $370K | Sell |
5,871
-400
| -6% | -$25.2K | 0.12% | 40 |
|
|
2021
Q1 | $350K | Buy |
6,271
+400
| +7% | +$22.3K | 0.12% | 39 |
|
|
2020
Q4 | $242K | Hold |
5,871
| – | – | 0.1% | 43 |
|
|
2020
Q3 | $202K | Hold |
5,871
| – | – | 0.09% | 41 |
|
|
2020
Q2 | $263K | Sell |
5,871
-12
| -0.2% | -$538 | 0.12% | 42 |
|
|
2020
Q1 | $223K | Hold |
5,883
| – | – | 0.12% | 45 |
|
|
2019
Q4 | $411K | Hold |
5,883
| – | – | 0.18% | 38 |
|
|
2019
Q3 | $415K | Hold |
5,883
| – | – | 0.2% | 37 |
|
|
2019
Q2 | $451K | Hold |
5,883
| – | – | 0.23% | 38 |
|
|
2019
Q1 | $475K | Sell |
5,883
-3,040
| -34% | -$245K | 0.21% | 38 |
|
|
2018
Q4 | $639K | Buy |
8,923
+3,040
| +52% | +$218K | 0.42% | 35 |
|
|
2018
Q3 | $500K | Hold |
5,883
| – | – | 0.22% | 29 |
|
|
2018
Q2 | $487K | Hold |
5,883
| – | – | 0.19% | 31 |
|
|
2018
Q1 | $439K | Sell |
5,883
-800
| -12% | -$59.7K | 0.19% | 30 |
|
|
2017
Q4 | $559K | Hold |
6,683
| – | – | 0.21% | 34 |
|
|
2017
Q3 | $548K | Sell |
6,683
-1,300
| -16% | -$107K | 0.21% | 32 |
|
|
2017
Q2 | $644K | Buy |
7,983
+300
| +4% | +$24.2K | 0.27% | 29 |
|
|
2017
Q1 | $630K | Hold |
7,683
| – | – | 0.28% | 31 |
|
|
2016
Q4 | $693K | Hold |
7,683
| – | – | 0.34% | 28 |
|
|
2016
Q3 | $671K | Hold |
7,683
| – | – | 0.31% | 30 |
|
|
2016
Q2 | $720K | Hold |
7,683
| – | – | 0.35% | 29 |
|
|
2016
Q1 | $642K | Hold |
7,683
| – | – | 0.38% | 28 |
|
|
2015
Q4 | $599K | Sell |
7,683
-947
| -11% | -$73.8K | 0.33% | 28 |
|
|
2015
Q3 | $642K | Buy |
8,630
+946
| +12% | +$70.4K | 0.59% | 23 |
|
|
2015
Q2 | $639K | Sell |
7,684
-947
| -11% | -$78.8K | 0.29% | 31 |
|
|
2015
Q1 | $734K | Hold |
8,631
| – | – | 0.34% | 29 |
|
|
2014
Q4 | $798K | Buy |
8,631
+647
| +8% | +$59.8K | 0.39% | 27 |
|
|
2014
Q3 | $751K | Sell |
7,984
-924
| -10% | -$86.9K | 0.35% | 32 |
|
|
2014
Q2 | $897K | Hold |
8,908
| – | – | 0.41% | 31 |
|
|
2014
Q1 | $870K | Buy |
8,908
+300
| +3% | +$29.3K | 0.44% | 30 |
|
|
2013
Q4 | $871K | Buy |
8,608
+12
| +0.1% | +$1.21K | 0.47% | 31 |
|
|
2013
Q3 | $739K | Sell |
8,596
-98
| -1% | -$8.43K | 0.46% | 31 |
|
|
2013
Q2 | $785K | Buy |
+8,694
| New | +$785K | 0.57% | 30 |
|