Moulton 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 | $1.48M | Buy |
13,193
+121
| +0.9% | +$13.6K | 1.12% | 25 |
|
|
2025
Q1 | $1.55M | Buy |
13,072
+115
| +0.9% | +$13.7K | 1.19% | 22 |
|
|
2024
Q4 | $1.39M | Buy |
12,957
+112
| +0.9% | +$12K | 1.07% | 23 |
|
|
2024
Q3 | $1.6M | Buy |
12,845
+108
| +0.8% | +$13.5K | 1.34% | 17 |
|
|
2024
Q2 | $1.42M | Buy |
12,737
+106
| +0.8% | +$11.8K | 1.28% | 18 |
|
|
2024
Q1 | $1.47M | Buy |
12,631
+109
| +0.9% | +$12.7K | 1.54% | 13 |
|
|
2023
Q4 | $1.25M | Buy |
12,522
+120
| +1% | +$12K | 1.6% | 9 |
|
|
2023
Q3 | $1.32M | Hold |
12,402
| – | – | 1.94% | 8 |
|
|
2023
Q2 | $1.33M | Buy |
12,402
+103
| +0.8% | +$11K | 2.35% | 7 |
|
|
2023
Q1 | $1.42M | Buy |
12,299
+101
| +0.8% | +$11.7K | 3.12% | 5 |
|
|
2022
Q4 | $1.35M | Buy |
12,198
+106
| +0.9% | +$11.7K | 4.61% | 5 |
|
|
2022
Q3 | $1.06M | Sell |
12,092
-105
| -0.9% | -$9.17K | 6.64% | 6 |
|
|
2022
Q2 | $1.01M | Hold |
12,197
| – | – | 1.06% | 14 |
|
|
2022
Q1 | $1.01M | Buy |
12,197
+126
| +1% | +$10.5K | 1.06% | 14 |
|
|
2021
Q4 | $796K | Buy |
12,071
+478
| +4% | +$31.5K | 0.58% | 22 |
|
|
2021
Q3 | $706K | Buy |
11,593
+182
| +2% | +$11.1K | 0.53% | 24 |
|
|
2021
Q2 | $720K | Buy |
11,411
+155
| +1% | +$9.78K | 0.53% | 29 |
|
|
2021
Q1 | $634K | Buy |
11,256
+159
| +1% | +$8.96K | 0.48% | 28 |
|
|
2020
Q4 | $520K | Buy |
11,097
+215
| +2% | +$10.1K | 0.42% | 17 |
|
|
2020
Q3 | $377K | Buy |
10,882
+244
| +2% | +$8.45K | 0.41% | 13 |
|
|
2020
Q2 | $469K | Sell |
10,638
-2,616
| -20% | -$115K | 0.59% | 11 |
|
|
2020
Q1 | $572K | Sell |
13,254
-1,001
| -7% | -$43.2K | 0.94% | 8 |
|
|
2019
Q4 | $1M | Buy |
+14,255
| New | +$1M | 0.83% | 16 |
|