Principle Wealth Partners’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 | $8.71M | Buy |
80,825
+9,097
| +13% | +$981K | 0.54% | 38 |
|
|
2025
Q1 | $8.53M | Sell |
71,728
-518
| -0.7% | -$61.6K | 0.61% | 40 |
|
|
2024
Q4 | $7.77M | Sell |
72,246
-88
| -0.1% | -$9.47K | 0.55% | 43 |
|
|
2024
Q3 | $8.48M | Buy |
72,334
+1,927
| +3% | +$226K | 0.6% | 42 |
|
|
2024
Q2 | $8.11M | Sell |
70,407
-862
| -1% | -$99.2K | 0.62% | 41 |
|
|
2024
Q1 | $8.28M | Sell |
71,269
-469
| -0.7% | -$54.5K | 0.65% | 39 |
|
|
2023
Q4 | $7.17M | Sell |
71,738
-185
| -0.3% | -$18.5K | 0.62% | 43 |
|
|
2023
Q3 | $8.46M | Buy |
71,923
+716
| +1% | +$84.2K | 0.85% | 27 |
|
|
2023
Q2 | $7.64M | Buy |
71,207
+1,198
| +2% | +$128K | 0.77% | 33 |
|
|
2023
Q1 | $7.68M | Sell |
70,009
-453
| -0.6% | -$49.7K | 0.82% | 28 |
|
|
2022
Q4 | $7.77M | Sell |
70,462
-520
| -0.7% | -$57.4K | 0.88% | 23 |
|
|
2022
Q3 | $6.2K | Buy |
70,982
+3,595
| +5% | +$314 | 0.58% | 29 |
|
|
2022
Q2 | $5.77M | Sell |
67,387
-2,719
| -4% | -$233K | 0.69% | 34 |
|
|
2022
Q1 | $5.79M | Buy |
70,106
+204
| +0.3% | +$16.8K | 0.61% | 37 |
|
|
2021
Q4 | $4.28M | Sell |
69,902
-1,611
| -2% | -$98.6K | 0.45% | 53 |
|
|
2021
Q3 | $4.21M | Sell |
71,513
-212
| -0.3% | -$12.5K | 0.49% | 45 |
|
|
2021
Q2 | $4.52M | Buy |
71,725
+681
| +1% | +$43K | 0.51% | 40 |
|
|
2021
Q1 | $22.5M | Buy |
71,044
+5,819
| +9% | +$1.85M | 2.64% | 7 |
|
|
2020
Q4 | $2.69M | Buy |
65,225
+49,653
| +319% | +$2.05M | 0.35% | 61 |
|
|
2020
Q3 | $535K | Sell |
15,572
-3,691
| -19% | -$127K | 0.15% | 83 |
|
|
2020
Q2 | $861K | Sell |
19,263
-850
| -4% | -$38K | 0.25% | 56 |
|
|
2020
Q1 | $764K | Buy |
20,113
+437
| +2% | +$16.6K | 0.29% | 53 |
|
|
2019
Q4 | $1.37M | Sell |
19,676
-133
| -0.7% | -$9.28K | 0.44% | 49 |
|
|
2019
Q3 | $1.4M | Buy |
19,809
+4,625
| +30% | +$327K | 0.48% | 45 |
|
|
2019
Q2 | $1.16M | Buy |
15,184
+308
| +2% | +$23.6K | 0.6% | 40 |
|
|
2019
Q1 | $1.2M | Sell |
14,876
-1,802
| -11% | -$146K | 0.69% | 35 |
|
|
2018
Q4 | $1.14M | Buy |
+16,678
| New | +$1.14M | 0.95% | 32 |
|