Schwarz Dygos Wheeler Investment Advisors’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 | $536K | Hold |
4,968
| – | – | 0.12% | 102 |
|
|
2025
Q1 | $591K | Buy |
4,968
+17
| +0.3% | +$2.02K | 0.14% | 100 |
|
|
2024
Q4 | $533K | Sell |
4,951
-28
| -0.6% | -$3.01K | 0.13% | 99 |
|
|
2024
Q3 | $584K | Sell |
4,979
-265
| -5% | -$31.1K | 0.15% | 97 |
|
|
2024
Q2 | $604K | Hold |
5,244
| – | – | 0.16% | 89 |
|
|
2024
Q1 | $610K | Hold |
5,244
| – | – | 0.17% | 90 |
|
|
2023
Q4 | $524K | Sell |
5,244
-221
| -4% | -$22.1K | 0.16% | 91 |
|
|
2023
Q3 | $643K | Buy |
5,465
+70
| +1% | +$8.23K | 0.22% | 70 |
|
|
2023
Q2 | $579K | Sell |
5,395
-10
| -0.2% | -$1.07K | 0.19% | 77 |
|
|
2023
Q1 | $593K | Hold |
5,405
| – | – | 0.21% | 68 |
|
|
2022
Q4 | $596K | Buy |
5,405
+220
| +4% | +$24.3K | 0.23% | 64 |
|
|
2022
Q3 | $453K | Sell |
5,185
-65
| -1% | -$5.68K | 0.2% | 72 |
|
|
2022
Q2 | $450K | Sell |
5,250
-11,920
| -69% | -$1.02M | 0.18% | 77 |
|
|
2022
Q1 | $1.42M | Sell |
17,170
-160
| -0.9% | -$13.2K | 0.48% | 46 |
|
|
2021
Q4 | $1.06M | Buy |
17,330
+130
| +0.8% | +$7.95K | 0.36% | 52 |
|
|
2021
Q3 | $1.01M | Sell |
17,200
-203
| -1% | -$11.9K | 0.37% | 54 |
|
|
2021
Q2 | $1.1M | Buy |
17,403
+184
| +1% | +$11.6K | 0.4% | 54 |
|
|
2021
Q1 | $961K | Buy |
17,219
+238
| +1% | +$13.3K | 0.4% | 51 |
|
|
2020
Q4 | $700K | Sell |
16,981
-5,272
| -24% | -$217K | 0.34% | 49 |
|
|
2020
Q3 | $764K | Buy |
22,253
+2,381
| +12% | +$81.7K | 0.43% | 42 |
|
|
2020
Q2 | $848K | Buy |
19,872
+417
| +2% | +$17.8K | 0.55% | 38 |
|
|
2020
Q1 | $739K | Buy |
19,455
+14,215
| +271% | +$540K | 0.63% | 36 |
|
|
2019
Q4 | $366K | Sell |
5,240
-3,277
| -38% | -$229K | 0.25% | 61 |
|
|
2019
Q3 | $601K | Buy |
8,517
+92
| +1% | +$6.49K | 0.48% | 43 |
|
|
2019
Q2 | $646K | Buy |
8,425
+305
| +4% | +$23.4K | 0.53% | 40 |
|
|
2019
Q1 | $656K | Sell |
8,120
-413
| -5% | -$33.4K | 0.56% | 39 |
|
|
2018
Q4 | $582K | Buy |
+8,533
| New | +$582K | 0.63% | 38 |
|