Morningstar Investment 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 | $3.63M | Buy |
33,702
+5,579
| +20% | +$601K | 0.32% | 29 |
|
|
2025
Q1 | $3.35M | Sell |
28,123
-795
| -3% | -$94.6K | 0.28% | 31 |
|
|
2024
Q4 | $3.11M | Sell |
28,918
-5,918
| -17% | -$637K | 0.25% | 36 |
|
|
2024
Q3 | $4.32M | Sell |
34,836
-1,911
| -5% | -$237K | 0.43% | 31 |
|
|
2024
Q2 | $4.23M | Sell |
36,747
-943
| -3% | -$109K | 0.44% | 30 |
|
|
2024
Q1 | $4.38M | Buy |
37,690
+9,178
| +32% | +$1.07M | 0.48% | 27 |
|
|
2023
Q4 | $2.85M | Buy |
28,512
+1,127
| +4% | +$113K | 0.33% | 39 |
|
|
2023
Q3 | $3.22M | Buy |
27,385
+3,356
| +14% | +$395K | 0.44% | 28 |
|
|
2023
Q2 | $2.58M | Buy |
24,029
+2,555
| +12% | +$274K | 0.34% | 31 |
|
|
2023
Q1 | $2.36M | Sell |
21,474
-4,562
| -18% | -$500K | 0.35% | 30 |
|
|
2022
Q4 | $2.87M | Buy |
26,036
+2,624
| +11% | +$289K | 0.49% | 29 |
|
|
2022
Q3 | $2.04M | Hold |
23,412
| – | – | 0.39% | 35 |
|
|
2022
Q2 | $2.01M | Buy |
+23,412
| New | +$2.01M | 0.38% | 35 |
|