Oak Harbor Wealth Partners’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 | $1.29M | Sell |
12,010
-1,086
| -8% | -$117K | 0.35% | 66 |
|
|
2025
Q1 | $1.56M | Hold |
13,096
| – | – | 0.45% | 54 |
|
|
2024
Q4 | $1.41M | Buy |
13,096
+134
| +1% | +$14.4K | 0.41% | 65 |
|
|
2024
Q3 | $1.52M | Buy |
12,962
+114
| +0.9% | +$13.4K | 0.43% | 64 |
|
|
2024
Q2 | $1.48M | Buy |
12,848
+103
| +0.8% | +$11.9K | 0.46% | 59 |
|
|
2024
Q1 | $1.48M | Hold |
12,745
| – | – | 0.46% | 61 |
|
|
2023
Q4 | $1.27M | Buy |
12,745
+345
| +3% | +$34.5K | 0.43% | 63 |
|
|
2023
Q3 | $1.46M | Hold |
12,400
| – | – | 0.52% | 54 |
|
|
2023
Q2 | $1.33M | Sell |
12,400
-200
| -2% | -$21.5K | 0.45% | 61 |
|
|
2023
Q1 | $1.38M | Sell |
12,600
-1,598
| -11% | -$175K | 0.5% | 60 |
|
|
2022
Q4 | $1.57M | Buy |
14,198
+3,836
| +37% | +$423K | 0.6% | 49 |
|
|
2022
Q3 | $905K | Buy |
10,362
+51
| +0.5% | +$4.45K | 0.35% | 67 |
|
|
2022
Q2 | $883K | Sell |
10,311
-244
| -2% | -$20.9K | 0.35% | 67 |
|
|
2022
Q1 | $872K | Buy |
10,555
+1,600
| +18% | +$132K | 0.29% | 77 |
|
|
2021
Q4 | $548K | Buy |
+8,955
| New | +$548K | 0.19% | 95 |
|