Palumbo Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $931K | Buy |
5,489
+55
| +1% | +$8.03K | 0.23% | 76 |
|
|
2025
Q4 | $654K | Buy |
5,434
+15
| +0.3% | +$1.74K | 0.16% | 100 |
|
|
2025
Q3 | $464K | Buy |
5,419
+688
| +15% | +$76.5K | 0.15% | 96 |
|
|
2025
Q2 | $510K | Sell |
4,731
-933
| -16% | -$99.7K | 0.16% | 99 |
|
|
2025
Q1 | $674K | Buy |
5,664
+1,490
| +36% | +$165K | 0.23% | 69 |
|
|
2024
Q4 | $449K | Hold |
4,174
| – | – | 0.17% | 93 |
|
|
2024
Q3 | $489K | Sell |
4,174
-12
| -0.3% | -$1.39K | 0.19% | 83 |
|
|
2024
Q2 | $482K | Buy |
4,186
+130
| +3% | +$15.1K | 0.2% | 78 |
|
|
2024
Q1 | $472K | Buy |
4,056
+257
| +7% | +$26.9K | 0.21% | 79 |
|
|
2023
Q4 | $380K | Buy |
3,799
+36
| +1% | +$3.78K | 0.19% | 87 |
|
|
2023
Q3 | $442K | Sell |
3,763
-177
| -4% | -$19.4K | 0.24% | 72 |
|
|
2023
Q2 | $423K | Buy |
3,940
+1
| +0% | +$109 | 0.26% | 68 |
|
|
2023
Q1 | $432K | Buy |
3,939
+566
| +17% | +$62.6K | 0.29% | 63 |
|
|
2022
Q4 | $372K | Buy |
3,373
+236
| +8% | +$25.3K | 0.3% | 62 |
|
|
2022
Q3 | $274K | Sell |
3,137
-299
| -9% | -$27.3K | 0.23% | 68 |
|
|
2022
Q2 | $294K | Sell |
3,436
-112
| -3% | -$10.1K | 0.23% | 67 |
|
|
2022
Q1 | $293K | Buy |
3,548
+2
| +0.1% | +$155 | 0.19% | 76 |
|
|
2021
Q4 | $217K | Sell |
3,546
-8,823
| -71% | -$551K | 0.14% | 87 |
|
|
2021
Q3 | $728K | Buy |
12,369
+137
| +1% | +$7.81K | 0.48% | 47 |
|
|
2021
Q2 | $772K | Buy |
12,232
+8,419
| +221% | +$503K | 0.52% | 47 |
|
|
2021
Q1 | $213K | Buy |
+3,813
| New | +$200K | 0.16% | 93 |
|
Other funds holding XOM
VCM
VPM
