Monterey 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
Q1 | $1.58M | Sell |
13,301
-2,987
| -18% | -$355K | 0.47% | 32 |
|
|
2024
Q4 | $1.75M | Sell |
16,288
-22
| -0.1% | -$2.37K | 0.58% | 29 |
|
|
2024
Q3 | $1.91M | Sell |
16,310
-4,872
| -23% | -$571K | 0.65% | 26 |
|
|
2024
Q2 | $2.44M | Buy |
21,182
+377
| +2% | +$43.4K | 0.91% | 22 |
|
|
2024
Q1 | $2.42M | Sell |
20,805
-1,536
| -7% | -$179K | 0.97% | 20 |
|
|
2023
Q4 | $2.23M | Sell |
22,341
-336
| -1% | -$33.6K | 1.01% | 21 |
|
|
2023
Q3 | $2.67M | Sell |
22,677
-1,435
| -6% | -$169K | 1.34% | 18 |
|
|
2023
Q2 | $2.59M | Buy |
24,112
+2,606
| +12% | +$279K | 1.25% | 19 |
|
|
2023
Q1 | $2.36M | Sell |
21,506
-896
| -4% | -$98.3K | 1.21% | 20 |
|
|
2022
Q4 | $2.47M | Buy |
22,402
+1,524
| +7% | +$168K | 1.33% | 18 |
|
|
2022
Q3 | $1.85M | Sell |
20,878
-1,121
| -5% | -$99.4K | 1.11% | 19 |
|
|
2022
Q2 | $1.88M | Buy |
21,999
+349
| +2% | +$29.9K | 1.08% | 20 |
|
|
2022
Q1 | $1.81M | Sell |
21,650
-762
| -3% | -$63.8K | 0.88% | 21 |
|
|
2021
Q4 | $1.37M | Buy |
22,412
+83
| +0.4% | +$5.08K | 0.68% | 27 |
|
|
2021
Q3 | $1.38M | Buy |
22,329
+2,642
| +13% | +$163K | 0.77% | 23 |
|
|
2021
Q2 | $1.24M | Sell |
19,687
-75
| -0.4% | -$4.73K | 0.71% | 25 |
|
|
2021
Q1 | $1.1M | Sell |
19,762
-203
| -1% | -$11.3K | 0.61% | 27 |
|
|
2020
Q4 | $823K | Sell |
19,965
-152
| -0.8% | -$6.27K | 0.47% | 31 |
|
|
2020
Q3 | $691K | Buy |
20,117
+403
| +2% | +$13.8K | 0.44% | 28 |
|
|
2020
Q2 | $882K | Sell |
19,714
-1,710
| -8% | -$76.5K | 0.63% | 23 |
|
|
2020
Q1 | $813K | Sell |
21,424
-1,372
| -6% | -$52.1K | 0.69% | 18 |
|
|
2019
Q4 | $1.59M | Buy |
+22,796
| New | +$1.59M | 1.28% | 9 |
|