Parcion Private Wealth’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 | $828K | Sell |
7,683
-3,161
| -29% | -$341K | 0.06% | 136 |
|
|
2025
Q1 | $1.29M | Sell |
10,844
-165
| -1% | -$19.6K | 0.11% | 112 |
|
|
2024
Q4 | $1.18M | Sell |
11,009
-127
| -1% | -$13.7K | 0.09% | 115 |
|
|
2024
Q3 | $1.31M | Buy |
11,136
+3,882
| +54% | +$455K | 0.11% | 108 |
|
|
2024
Q2 | $835K | Buy |
7,254
+380
| +6% | +$43.7K | 0.08% | 117 |
|
|
2024
Q1 | $799K | Hold |
6,874
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $687K | Sell |
6,874
-325
| -5% | -$32.5K | 0.06% | 122 |
|
|
2023
Q3 | $846K | Buy |
7,199
+325
| +5% | +$38.2K | 0.09% | 111 |
|
|
2023
Q2 | $737K | Hold |
6,874
| – | – | 0.07% | 116 |
|
|
2023
Q1 | $754K | Hold |
6,874
| – | – | 0.08% | 121 |
|
|
2022
Q4 | $758K | Sell |
6,874
-3,169
| -32% | -$350K | 0.08% | 120 |
|
|
2022
Q3 | $877K | Hold |
10,043
| – | – | 0.1% | 119 |
|
|
2022
Q2 | $874K | Sell |
10,043
-282
| -3% | -$24.5K | 0.09% | 129 |
|
|
2022
Q1 | $829K | Sell |
10,325
-1,124
| -10% | -$90.2K | 0.08% | 113 |
|
|
2021
Q4 | $822K | Sell |
11,449
-24
| -0.2% | -$1.72K | 0.07% | 115 |
|
|
2021
Q3 | $717K | Buy |
11,473
+142
| +1% | +$8.87K | 0.06% | 129 |
|
|
2021
Q2 | $715K | Buy |
11,331
+67
| +0.6% | +$4.23K | 0.07% | 127 |
|
|
2021
Q1 | $629K | Buy |
11,264
+13
| +0.1% | +$726 | 0.07% | 130 |
|
|
2020
Q4 | $464K | Sell |
11,251
-177
| -2% | -$7.3K | 0.06% | 135 |
|
|
2020
Q3 | $377K | Buy |
11,428
+89
| +0.8% | +$2.94K | 0.06% | 141 |
|
|
2020
Q2 | $503K | Buy |
11,339
+157
| +1% | +$6.97K | 0.09% | 126 |
|
|
2020
Q1 | $425K | Sell |
11,182
-1,300
| -10% | -$49.4K | 0.12% | 109 |
|
|
2019
Q4 | $871K | Buy |
+12,482
| New | +$871K | 0.19% | 82 |
|