Parisi Gray 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
$267K Sell
2,477
-3
-0.1% -$323 0.08% 105
2025
Q1
$295K Buy
2,480
+90
+4% +$10.7K 0.1% 90
2024
Q4
$257K Buy
2,390
+32
+1% +$3.44K 0.08% 93
2024
Q3
$276K Sell
2,358
-1,164
-33% -$136K 0.09% 95
2024
Q2
$405K Buy
3,522
+887
+34% +$102K 0.15% 79
2024
Q1
$306K Buy
2,635
+220
+9% +$25.6K 0.11% 90
2023
Q4
$241K Buy
2,415
+15
+0.6% +$1.5K 0.1% 91
2023
Q3
$282K Buy
2,400
+31
+1% +$3.64K 0.13% 87
2023
Q2
$260K Buy
2,369
+249
+12% +$27.3K 0.12% 88
2023
Q1
$233K Sell
2,120
-273
-11% -$29.9K 0.14% 75
2022
Q4
$264K Buy
+2,393
New +$264K 0.13% 81
2022
Q2
Sell
-2,503
Closed -$207K 122
2022
Q1
$207K Buy
+2,503
New +$207K 0.08% 114
2021
Q3
Sell
-2,435
Closed -$154K 573
2021
Q2
$154K Buy
+2,435
New +$154K 0.06% 147
2020
Q1
Sell
-2,998
Closed -$209K 118
2019
Q4
$209K Sell
2,998
-396
-12% -$27.6K 0.12% 99
2019
Q3
$240K Buy
3,394
+72
+2% +$5.09K 0.16% 90
2019
Q2
$255K Sell
3,322
-362
-10% -$27.8K 0.17% 87
2019
Q1
$298K Sell
3,684
-105
-3% -$8.49K 0.19% 82
2018
Q4
$258K Sell
3,789
-640
-14% -$43.6K 0.17% 85
2018
Q3
$380K Sell
4,429
-464
-9% -$39.8K 0.23% 83
2018
Q2
$403K Sell
4,893
-8,216
-63% -$677K 0.27% 80
2018
Q1
$983K Sell
13,109
-371
-3% -$27.8K 0.75% 29
2017
Q4
$1.15M Buy
+13,480
New +$1.15M 0.86% 27