Patrick M. Sweeney & Associates’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 | $800K | Buy |
7,126
+356
| +5% | +$39.9K | 0.55% | 45 |
|
|
2025
Q1 | $805K | Sell |
6,770
-99
| -1% | -$11.8K | 0.6% | 38 |
|
|
2024
Q4 | $739K | Buy |
6,869
+1
| +0% | +$108 | 0.55% | 48 |
|
|
2024
Q3 | $805K | Buy |
6,868
+104
| +2% | +$12.2K | 0.59% | 41 |
|
|
2024
Q2 | $779K | Buy |
6,764
+271
| +4% | +$31.2K | 0.63% | 35 |
|
|
2024
Q1 | $755K | Buy |
6,493
+201
| +3% | +$23.4K | 0.62% | 39 |
|
|
2023
Q4 | $629K | Buy |
+6,292
| New | +$629K | 0.58% | 43 |
|