MWM
Moran Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Sell |
84,390
-4,279
| -5% | -$461K | 0.28% | 111 |
|
|
2025
Q1 | $10.5M | Sell |
88,669
-45,142
| -34% | -$5.37M | 0.35% | 91 |
|
|
2024
Q4 | $14.4M | Buy |
133,811
+17,367
| +15% | +$1.87M | 0.46% | 77 |
|
|
2024
Q3 | $13.6M | Sell |
116,444
-84,632
| -42% | -$9.92M | 0.42% | 82 |
|
|
2024
Q2 | $23.1M | Sell |
201,076
-93,141
| -32% | -$10.7M | 0.76% | 30 |
|
|
2024
Q1 | $34.2M | Sell |
294,217
-4,298
| -1% | -$500K | 1.11% | 13 |
|
|
2023
Q4 | $29.8M | Sell |
298,515
-28,810
| -9% | -$2.88M | 1.06% | 15 |
|
|
2023
Q3 | $38.5M | Sell |
327,325
-5,942
| -2% | -$699K | 1.49% | 7 |
|
|
2023
Q2 | $35.7M | Buy |
333,267
+2,981
| +0.9% | +$320K | 1.34% | 7 |
|
|
2023
Q1 | $36.2M | Buy |
330,286
+26,798
| +9% | +$2.94M | 1.37% | 8 |
|
|
2022
Q4 | $33.5M | Buy |
+303,488
| New | +$33.5M | 1.27% | 11 |
|