Reston 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 | – | Sell |
-2,228
| Closed | -$265K | – | 58 |
|
|
2025
Q1 | $265K | Buy |
+2,228
| New | +$265K | 0.11% | 40 |
|
|
2024
Q4 | – | Sell |
-2,112
| Closed | -$248K | – | 447 |
|
|
2024
Q3 | $248K | Buy |
2,112
+136
| +7% | +$15.9K | 0.09% | 44 |
|
|
2024
Q2 | $227K | Buy |
1,976
+250
| +14% | +$28.8K | 0.09% | 47 |
|
|
2024
Q1 | $201K | Buy |
+1,726
| New | +$201K | 0.08% | 52 |
|
|
2023
Q4 | – | Sell |
-1,803
| Closed | -$212K | – | 55 |
|
|
2023
Q3 | $212K | Sell |
1,803
-126
| -7% | -$14.8K | 0.11% | 49 |
|
|
2023
Q2 | $207K | Buy |
1,929
+42
| +2% | +$4.51K | 0.1% | 46 |
|
|
2023
Q1 | $207K | Buy |
1,887
+70
| +4% | +$7.68K | 0.11% | 43 |
|
|
2022
Q4 | $200K | Buy |
+1,817
| New | +$200K | 0.11% | 47 |
|
|
2022
Q3 | – | Sell |
-2,538
| Closed | -$217K | – | 58 |
|
|
2022
Q2 | $217K | Sell |
2,538
-227
| -8% | -$19.4K | 0.12% | 55 |
|
|
2022
Q1 | $228K | Sell |
2,765
-781
| -22% | -$64.4K | 0.12% | 54 |
|
|
2021
Q4 | $217K | Sell |
3,546
-40
| -1% | -$2.45K | 0.11% | 57 |
|
|
2021
Q3 | $211K | Buy |
3,586
+110
| +3% | +$6.47K | 0.11% | 51 |
|
|
2021
Q2 | $219K | Buy |
+3,476
| New | +$219K | 0.11% | 49 |
|
|
2019
Q4 | – | Sell |
-2,946
| Closed | -$208K | – | 47 |
|
|
2019
Q3 | $208K | Buy |
2,946
+240
| +9% | +$16.9K | 0.19% | 43 |
|
|
2019
Q2 | $207K | Sell |
2,706
-4,400
| -62% | -$337K | 0.16% | 49 |
|
|
2019
Q1 | $559K | Buy |
7,106
+1,925
| +37% | +$151K | 0.45% | 25 |
|
|
2018
Q4 | $353K | Buy |
+5,181
| New | +$353K | 0.34% | 31 |
|