SWM
SFG Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Sell |
8,088
-366
| -4% | -$39.5K | 0.53% | 32 |
|
|
2025
Q1 | $1.01M | Sell |
8,454
-2
| -0% | -$238 | 0.49% | 42 |
|
|
2024
Q4 | $910K | Sell |
8,456
-464
| -5% | -$49.9K | 0.48% | 36 |
|
|
2024
Q3 | $1.05M | Sell |
8,920
-60
| -0.7% | -$7.03K | 0.55% | 32 |
|
|
2024
Q2 | $1.03M | Sell |
8,980
-2
| -0% | -$230 | 0.59% | 32 |
|
|
2024
Q1 | $1.04M | Buy |
8,982
+5
| +0.1% | +$581 | 0.62% | 27 |
|
|
2023
Q4 | $897K | Buy |
8,977
+106
| +1% | +$10.6K | 0.6% | 31 |
|
|
2023
Q3 | $1.04M | Sell |
8,871
-61
| -0.7% | -$7.17K | 0.83% | 22 |
|
|
2023
Q2 | $958K | Buy |
8,932
+57
| +0.6% | +$6.11K | 0.8% | 26 |
|
|
2023
Q1 | $973K | Sell |
8,875
-195
| -2% | -$21.4K | 1.08% | 22 |
|
|
2022
Q4 | $1M | Sell |
9,070
-263
| -3% | -$29K | 1.24% | 17 |
|
|
2022
Q3 | $815K | Sell |
9,333
-495
| -5% | -$43.2K | 1.1% | 26 |
|
|
2022
Q2 | $842K | Sell |
9,828
-27
| -0.3% | -$2.31K | 0.98% | 30 |
|
|
2022
Q1 | $814K | Sell |
9,855
-492
| -5% | -$40.6K | 0.76% | 35 |
|
|
2021
Q4 | $633K | Buy |
+10,347
| New | +$633K | 0.56% | 46 |
|