Schrum Private 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 | $667K | Buy |
6,185
+26
| +0.4% | +$2.8K | 0.53% | 53 |
|
|
2025
Q1 | $732K | Sell |
6,159
-155
| -2% | -$18.4K | 0.64% | 43 |
|
|
2024
Q4 | $679K | Sell |
6,314
-5,194
| -45% | -$559K | 0.58% | 47 |
|
|
2024
Q3 | $1.35M | Buy |
11,508
+5,018
| +77% | +$588K | 0.7% | 36 |
|
|
2024
Q2 | $747K | Buy |
6,490
+24
| +0.4% | +$2.76K | 0.67% | 42 |
|
|
2024
Q1 | $752K | Buy |
6,466
+1,533
| +31% | +$178K | 0.68% | 41 |
|
|
2023
Q4 | $493K | Sell |
4,933
-770
| -14% | -$77K | 0.7% | 42 |
|
|
2023
Q3 | $671K | Buy |
5,703
+345
| +6% | +$40.6K | 0.76% | 41 |
|
|
2023
Q2 | $575K | Buy |
5,358
+24
| +0.4% | +$2.57K | 0.62% | 49 |
|
|
2023
Q1 | $585K | Sell |
5,334
-45
| -0.8% | -$4.93K | 0.68% | 44 |
|
|
2022
Q4 | $593K | Sell |
5,379
-694
| -11% | -$76.5K | 0.7% | 39 |
|
|
2022
Q3 | $531K | Buy |
6,073
+200
| +3% | +$17.5K | 0.67% | 43 |
|
|
2022
Q2 | $503K | Sell |
5,873
-76
| -1% | -$6.51K | 0.57% | 52 |
|
|
2022
Q1 | $490K | Sell |
5,949
-36
| -0.6% | -$2.97K | 0.49% | 61 |
|
|
2021
Q4 | $365K | Buy |
+5,985
| New | +$365K | 0.33% | 82 |
|