Private 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 | $752K | Sell |
6,973
-8,242
| -54% | -$888K | 0.06% | 108 |
|
|
2025
Q1 | $1.81M | Sell |
15,215
-2,210
| -13% | -$263K | 0.15% | 68 |
|
|
2024
Q4 | $1.87M | Buy |
17,425
+491
| +3% | +$52.8K | 0.14% | 72 |
|
|
2024
Q3 | $1.99M | Buy |
16,934
+614
| +4% | +$72K | 0.16% | 67 |
|
|
2024
Q2 | $1.88M | Buy |
16,320
+2,323
| +17% | +$267K | 0.14% | 64 |
|
|
2024
Q1 | $1.63M | Hold |
13,997
| – | – | 0.13% | 68 |
|
|
2023
Q4 | $1.4M | Buy |
13,997
+1,525
| +12% | +$152K | 0.12% | 73 |
|
|
2023
Q3 | $1.47M | Hold |
12,472
| – | – | 0.14% | 64 |
|
|
2023
Q2 | $1.34M | Buy |
12,472
+500
| +4% | +$53.6K | 0.12% | 64 |
|
|
2023
Q1 | $1.31M | Buy |
11,972
+24
| +0.2% | +$2.63K | 0.13% | 67 |
|
|
2022
Q4 | $1.32M | Buy |
11,948
+334
| +3% | +$36.8K | 0.15% | 64 |
|
|
2022
Q3 | $1.01M | Hold |
11,614
| – | – | 0.13% | 62 |
|
|
2022
Q2 | $995K | Sell |
11,614
-473
| -4% | -$40.5K | 0.12% | 64 |
|
|
2022
Q1 | $998K | Buy |
12,087
+473
| +4% | +$39.1K | 0.09% | 69 |
|
|
2021
Q4 | $711K | Buy |
11,614
+1,042
| +10% | +$63.8K | 0.06% | 70 |
|
|
2021
Q3 | $622K | Hold |
10,572
| – | – | 0.06% | 71 |
|
|
2021
Q2 | $667K | Hold |
10,572
| – | – | 0.06% | 72 |
|
|
2021
Q1 | $590K | Hold |
10,572
| – | – | 0.06% | 67 |
|
|
2020
Q4 | $436K | Hold |
10,572
| – | – | 0.05% | 89 |
|
|
2020
Q3 | $363K | Sell |
10,572
-200
| -2% | -$6.87K | 0.04% | 86 |
|
|
2020
Q2 | $482K | Buy |
10,772
+200
| +2% | +$8.95K | 0.07% | 78 |
|
|
2020
Q1 | $401K | Sell |
10,572
-5,712
| -35% | -$217K | 0.07% | 86 |
|
|
2019
Q4 | $1.14M | Buy |
16,284
+53
| +0.3% | +$3.7K | 0.15% | 70 |
|
|
2019
Q3 | $1.15M | Buy |
16,231
+7,600
| +88% | +$537K | 0.18% | 65 |
|
|
2019
Q2 | $661K | Buy |
8,631
+2,127
| +33% | +$163K | 0.1% | 76 |
|
|
2019
Q1 | $526K | Sell |
6,504
-375
| -5% | -$30.3K | 0.09% | 84 |
|
|
2018
Q4 | $469K | Hold |
6,879
| – | – | 0.09% | 72 |
|
|
2018
Q3 | $585K | Hold |
6,879
| – | – | 0.09% | 84 |
|
|
2018
Q2 | $569K | Sell |
6,879
-100
| -1% | -$8.27K | 0.1% | 84 |
|
|
2018
Q1 | $521K | Sell |
6,979
-212
| -3% | -$15.8K | 0.09% | 89 |
|
|
2017
Q4 | $601K | Buy |
7,191
+12
| +0.2% | +$1K | 0.11% | 89 |
|
|
2017
Q3 | $589K | Sell |
7,179
-1,700
| -19% | -$139K | 0.12% | 87 |
|
|
2017
Q2 | $717K | Buy |
8,879
+1,100
| +14% | +$88.8K | 0.16% | 75 |
|
|
2017
Q1 | $638K | Sell |
7,779
-4,862
| -38% | -$399K | 0.14% | 74 |
|
|
2016
Q4 | $1.14M | Sell |
12,641
-1,200
| -9% | -$108K | 0.27% | 55 |
|
|
2016
Q3 | $1.21M | Sell |
13,841
-500
| -3% | -$43.6K | 0.29% | 58 |
|
|
2016
Q2 | $1.34M | Hold |
14,341
| – | – | 0.32% | 61 |
|
|
2016
Q1 | $1.2M | Hold |
14,341
| – | – | 0.29% | 64 |
|
|
2015
Q4 | $1.12M | Sell |
14,341
-15,514
| -52% | -$1.21M | 0.26% | 72 |
|
|
2015
Q3 | $2.22M | Buy |
29,855
+1,145
| +4% | +$85.1K | 0.56% | 49 |
|
|
2015
Q2 | $2.39M | Buy |
28,710
+228
| +0.8% | +$19K | 0.54% | 50 |
|
|
2015
Q1 | $2.42M | Sell |
28,482
-903
| -3% | -$76.8K | 0.56% | 49 |
|
|
2014
Q4 | $2.72M | Sell |
29,385
-999
| -3% | -$92.4K | 0.64% | 44 |
|
|
2014
Q3 | $2.86M | Sell |
30,384
-3,600
| -11% | -$339K | 0.63% | 47 |
|
|
2014
Q2 | $3.42M | Sell |
33,984
-204
| -0.6% | -$20.5K | 0.75% | 39 |
|
|
2014
Q1 | $3.34M | Sell |
34,188
-30,909
| -47% | -$3.02M | 0.79% | 35 |
|
|
2013
Q4 | $6.59M | Sell |
65,097
-11,258
| -15% | -$1.14M | 1.47% | 21 |
|
|
2013
Q3 | $6.57M | Sell |
76,355
-1,375
| -2% | -$118K | 1.56% | 20 |
|
|
2013
Q2 | $7.02M | Buy |
+77,730
| New | +$7.02M | 1.75% | 19 |
|