Pinnacle Wealth Management 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 | $281K | Sell |
2,608
-1,627
| -38% | -$175K | 0.16% | 103 |
|
|
2025
Q1 | $504K | Hold |
4,235
| – | – | 0.35% | 54 |
|
|
2024
Q4 | $456K | Hold |
4,235
| – | – | 0.28% | 63 |
|
|
2024
Q3 | $496K | Hold |
4,235
| – | – | 0.31% | 62 |
|
|
2024
Q2 | $488K | Hold |
4,235
| – | – | 0.33% | 54 |
|
|
2024
Q1 | $492K | Hold |
4,235
| – | – | 0.37% | 56 |
|
|
2023
Q4 | $423K | Sell |
4,235
-380
| -8% | -$38K | 0.35% | 60 |
|
|
2023
Q3 | $543K | Hold |
4,615
| – | – | 0.49% | 48 |
|
|
2023
Q2 | $495K | Sell |
4,615
-1,100
| -19% | -$118K | 0.43% | 50 |
|
|
2023
Q1 | $627K | Buy |
5,715
+300
| +6% | +$32.9K | 0.54% | 42 |
|
|
2022
Q4 | $597K | Hold |
5,415
| – | – | 0.53% | 43 |
|
|
2022
Q3 | $473K | Hold |
5,415
| – | – | 0.42% | 52 |
|
|
2022
Q2 | $464K | Hold |
5,415
| – | – | 0.39% | 56 |
|
|
2022
Q1 | $447K | Hold |
5,415
| – | – | 0.34% | 71 |
|
|
2021
Q4 | $331K | Hold |
5,415
| – | – | 0.25% | 94 |
|
|
2021
Q3 | $319K | Hold |
5,415
| – | – | 0.24% | 93 |
|
|
2021
Q2 | $342K | Buy |
+5,415
| New | +$342K | 0.25% | 94 |
|