PBMares 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 | $10.4M | Sell |
96,381
-971
| -1% | -$105K | 1.9% | 13 |
|
|
2025
Q1 | $11.6M | Sell |
97,352
-173
| -0.2% | -$20.6K | 2.32% | 12 |
|
|
2024
Q4 | $10.5M | Buy |
97,525
+3,041
| +3% | +$327K | 2.14% | 14 |
|
|
2024
Q3 | $11.1M | Sell |
94,484
-8
| -0% | -$938 | 2.31% | 12 |
|
|
2024
Q2 | $10.9M | Sell |
94,492
-236
| -0.2% | -$27.2K | 2.67% | 11 |
|
|
2024
Q1 | $11M | Sell |
94,728
-189
| -0.2% | -$22K | 2.87% | 9 |
|
|
2023
Q4 | $9.49M | Sell |
94,917
-1,348
| -1% | -$135K | 2.85% | 8 |
|
|
2023
Q3 | $11.3M | Buy |
96,265
+16
| +0% | +$1.88K | 4.08% | 6 |
|
|
2023
Q2 | $10.3M | Sell |
96,249
-1,235
| -1% | -$132K | 3.69% | 7 |
|
|
2023
Q1 | $10.7M | Sell |
97,484
-443
| -0.5% | -$48.6K | 3.97% | 7 |
|
|
2022
Q4 | $10.8M | Buy |
97,927
+1,209
| +1% | +$133K | 4.37% | 7 |
|
|
2022
Q3 | $8.44M | Buy |
96,718
+9
| +0% | +$786 | 3.68% | 6 |
|
|
2022
Q2 | $8.28M | Sell |
96,709
-2,107
| -2% | -$180K | 3.55% | 7 |
|
|
2022
Q1 | $8.16M | Sell |
98,816
-843
| -0.8% | -$69.6K | 5.03% | 3 |
|
|
2021
Q4 | $6.1M | Buy |
99,659
+1,415
| +1% | +$86.6K | 2.58% | 10 |
|
|
2021
Q3 | $5.78M | Sell |
98,244
-629
| -0.6% | -$37K | 2.75% | 10 |
|
|
2021
Q2 | $6.24M | Sell |
98,873
-1,383
| -1% | -$87.2K | 3.4% | 6 |
|
|
2021
Q1 | $5.6M | Buy |
100,256
+2,917
| +3% | +$163K | 4.57% | 3 |
|
|
2020
Q4 | $4.01M | Sell |
97,339
-50
| -0.1% | -$2.06K | 4.61% | 1 |
|
|
2020
Q3 | $3.34M | Buy |
97,389
+594
| +0.6% | +$20.4K | 4.91% | 1 |
|
|
2020
Q2 | $4.33M | Buy |
96,795
+19,998
| +26% | +$894K | 6.51% | 1 |
|
|
2020
Q1 | $2.92M | Buy |
76,797
+960
| +1% | +$36.5K | 4.59% | 2 |
|
|
2019
Q4 | $5.29M | Buy |
+75,837
| New | +$5.29M | 6.3% | 1 |
|