MorganRosel 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 | $407K | Buy |
3,773
+2,640
| +233% | +$285K | 0.11% | 90 |
|
|
2025
Q1 | $135K | Sell |
1,133
-1,187
| -51% | -$141K | 0.04% | 114 |
|
|
2024
Q4 | $250K | Buy |
2,320
+284
| +14% | +$30.6K | 0.08% | 99 |
|
|
2024
Q3 | $239K | Sell |
2,036
-426
| -17% | -$49.9K | 0.08% | 98 |
|
|
2024
Q2 | $283K | Hold |
2,462
| – | – | 0.1% | 90 |
|
|
2024
Q1 | $286K | Sell |
2,462
-73
| -3% | -$8.49K | 0.1% | 89 |
|
|
2023
Q4 | $253K | Hold |
2,535
| – | – | 0.1% | 88 |
|
|
2023
Q3 | $298K | Sell |
2,535
-7,706
| -75% | -$906K | 0.12% | 84 |
|
|
2023
Q2 | $1.1M | Sell |
10,241
-2,411
| -19% | -$259K | 0.45% | 34 |
|
|
2023
Q1 | $1.39M | Buy |
12,652
+248
| +2% | +$27.2K | 0.59% | 28 |
|
|
2022
Q4 | $1.37M | Buy |
12,404
+3,200
| +35% | +$353K | 0.63% | 29 |
|
|
2022
Q3 | $804K | Buy |
9,204
+6,694
| +267% | +$585K | 0.4% | 45 |
|
|
2022
Q2 | $215K | Hold |
2,510
| – | – | 0.12% | 83 |
|
|
2022
Q1 | $207K | Buy |
+2,510
| New | +$207K | 0.1% | 86 |
|