Pinnacle Wealth Management Advisory Group’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
$2.57M Sell
23,814
-596
-2% -$64.2K 0.21% 92
2025
Q1
$2.9M Sell
24,410
-123
-0.5% -$14.6K 0.27% 81
2024
Q4
$2.64M Buy
24,533
+739
+3% +$79.5K 0.25% 80
2024
Q3
$2.79M Sell
23,794
-55
-0.2% -$6.45K 0.27% 78
2024
Q2
$2.75M Buy
23,849
+611
+3% +$70.3K 0.28% 79
2024
Q1
$2.7M Buy
23,238
+13
+0.1% +$1.51K 0.29% 78
2023
Q4
$2.32M Sell
23,225
-614
-3% -$61.4K 0.27% 79
2023
Q3
$2.8M Buy
23,839
+622
+3% +$73.1K 0.36% 69
2023
Q2
$2.49M Sell
23,217
-1,252
-5% -$134K 0.31% 72
2023
Q1
$2.68M Buy
24,469
+107
+0.4% +$11.7K 0.36% 67
2022
Q4
$2.69M Buy
24,362
+1,921
+9% +$212K 0.4% 62
2022
Q3
$1.96M Buy
22,441
+1,880
+9% +$164K 0.33% 73
2022
Q2
$1.76M Sell
20,561
-5,306
-21% -$454K 0.28% 82
2022
Q1
$2.14M Buy
25,867
+4,807
+23% +$397K 0.31% 74
2021
Q4
$1.29M Buy
21,060
+7,973
+61% +$488K 0.21% 103
2021
Q3
$770K Buy
13,087
+242
+2% +$14.2K 0.18% 118
2021
Q2
$810K Buy
+12,845
New +$810K 0.19% 113
2020
Q3
Sell
-4,989
Closed -$223K 185
2020
Q2
$223K Buy
+4,989
New +$223K 0.08% 161
2020
Q1
Sell
-18,663
Closed -$1.3M 203
2019
Q4
$1.3M Sell
18,663
-1,441
-7% -$101K 0.49% 62
2019
Q3
$1.42M Buy
20,104
+456
+2% +$32.2K 0.59% 52
2019
Q2
$1.51M Buy
19,648
+1,265
+7% +$97K 0.64% 49
2019
Q1
$1.49M Buy
18,383
+3,196
+21% +$258K 0.67% 45
2018
Q4
$1.04M Sell
15,187
-224
-1% -$15.3K 0.56% 57
2018
Q3
$1.31M Buy
15,411
+2,227
+17% +$189K 0.65% 46
2018
Q2
$1.09M Buy
13,184
+1,584
+14% +$131K 0.59% 53
2018
Q1
$866K Sell
11,600
-684
-6% -$51.1K 0.49% 62
2017
Q4
$1.03M Sell
12,284
-1,329
-10% -$111K 0.57% 58
2017
Q3
$1.12M Buy
13,613
+353
+3% +$28.9K 0.65% 48
2017
Q2
$1.07M Buy
13,260
+190
+1% +$15.3K 0.66% 53
2017
Q1
$1.07M Sell
13,070
-328
-2% -$26.9K 0.74% 46
2016
Q4
$1.21M Buy
13,398
+485
+4% +$43.8K 0.87% 34
2016
Q3
$1.13M Sell
12,913
-85
-0.7% -$7.42K 0.85% 35
2016
Q2
$1.22M Buy
12,998
+1,820
+16% +$171K 0.97% 30
2016
Q1
$934K Buy
11,178
+1,115
+11% +$93.2K 0.83% 44
2015
Q4
$784K Sell
10,063
-1,425
-12% -$111K 0.72% 48
2015
Q3
$854K Sell
11,488
-80
-0.7% -$5.95K 0.82% 40
2015
Q2
$962K Sell
11,568
-1,329
-10% -$111K 0.89% 36
2015
Q1
$1.1M Sell
12,897
-175
-1% -$14.9K 0.98% 33
2014
Q4
$1.21M Buy
+13,072
New +$1.21M 1.13% 32