Montz Harcus 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 | $1.54M | Sell |
14,295
-103
| -0.7% | -$11.1K | 0.74% | 21 |
|
|
2025
Q1 | $1.71M | Buy |
14,398
+112
| +0.8% | +$13.3K | 0.94% | 20 |
|
|
2024
Q4 | $1.54M | Buy |
14,286
+284
| +2% | +$30.6K | 0.86% | 20 |
|
|
2024
Q3 | $1.64M | Sell |
14,002
-25
| -0.2% | -$2.93K | 0.96% | 18 |
|
|
2024
Q2 | $1.61M | Buy |
14,027
+1,684
| +14% | +$194K | 1.05% | 18 |
|
|
2024
Q1 | $1.43M | Sell |
12,343
-365
| -3% | -$42.4K | 0.97% | 19 |
|
|
2023
Q4 | $1.27M | Buy |
12,708
+76
| +0.6% | +$7.6K | 0.97% | 17 |
|
|
2023
Q3 | $1.49M | Buy |
12,632
+160
| +1% | +$18.8K | 1.27% | 14 |
|
|
2023
Q2 | $1.34M | Buy |
12,472
+221
| +2% | +$23.7K | 1.11% | 16 |
|
|
2023
Q1 | $1.34M | Sell |
12,251
-295
| -2% | -$32.4K | 1.24% | 15 |
|
|
2022
Q4 | $1.38M | Sell |
12,546
-240
| -2% | -$26.5K | 1.37% | 15 |
|
|
2022
Q3 | $1.12M | Buy |
12,786
+258
| +2% | +$22.5K | 1.23% | 15 |
|
|
2022
Q2 | $1.07M | Buy |
12,528
+99
| +0.8% | +$8.48K | 1.13% | 15 |
|
|
2022
Q1 | $1.03M | Sell |
12,429
-261
| -2% | -$21.5K | 0.92% | 17 |
|
|
2021
Q4 | $777K | Buy |
+12,690
| New | +$777K | 0.68% | 21 |
|