SWM
Scissortail Wealth Management’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $641K | Buy |
5,922
+2,152
| +57% | +$233K | 0.15% | 75 |
|
2025
Q1 | $448K | Sell |
3,770
-1,703
| -31% | -$203K | 0.12% | 79 |
|
2024
Q4 | $586K | Buy |
5,473
+5,457
| +34,106% | +$584K | 0.15% | 84 |
|
2024
Q3 | $632K | Sell |
16
-6,789
| -100% | -$268M | 0.15% | 80 |
|
2024
Q2 | $783K | Buy |
6,805
+1,603
| +31% | +$184K | 0.2% | 72 |
|
2024
Q1 | $603K | Sell |
5,202
-18,582
| -78% | -$2.15M | 0.16% | 79 |
|
2023
Q4 | $2.45M | Buy |
23,784
+19,982
| +526% | +$2.06M | 0.78% | 32 |
|
2023
Q3 | $425K | Buy |
3,802
+42
| +1% | +$4.7K | 0.34% | 39 |
|
2023
Q2 | $381K | Buy |
3,760
+75
| +2% | +$7.6K | 0.31% | 36 |
|
2023
Q1 | $404K | Sell |
3,685
-19,114
| -84% | -$2.09M | 0.36% | 40 |
|
2022
Q4 | $2.71M | Buy |
22,799
+19,256
| +543% | +$2.29M | 1.57% | 21 |
|
2022
Q3 | $392K | Buy |
3,543
+166
| +5% | +$18.4K | 0.2% | 64 |
|
2022
Q2 | $206K | Sell |
3,377
-2,225
| -40% | -$136K | 0.08% | 81 |
|
2022
Q1 | $525K | Buy |
5,602
+2,225
| +66% | +$209K | 0.26% | 60 |
|
2021
Q4 | $206K | Buy |
+3,377
| New | +$206K | 0.08% | 81 |
|