Shelton 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 | $838K | Buy |
7,774
+10
| +0.1% | +$1.08K | 0.4% | 81 |
|
|
2025
Q1 | $923K | Buy |
7,764
+8
| +0.1% | +$951 | 0.5% | 63 |
|
|
2024
Q4 | $834K | Buy |
7,756
+9
| +0.1% | +$968 | 0.43% | 81 |
|
|
2024
Q3 | $908K | Sell |
7,747
-916
| -11% | -$107K | 0.49% | 66 |
|
|
2024
Q2 | $997K | Buy |
8,663
+4,470
| +107% | +$515K | 0.57% | 48 |
|
|
2024
Q1 | $487K | Hold |
4,193
| – | – | 0.31% | 81 |
|
|
2023
Q4 | $419K | Hold |
4,193
| – | – | 0.3% | 63 |
|
|
2023
Q3 | $493K | Hold |
4,193
| – | – | 0.39% | 34 |
|
|
2023
Q2 | $450K | Hold |
4,193
| – | – | 0.35% | 37 |
|
|
2023
Q1 | $460K | Buy |
4,193
+886
| +27% | +$97.2K | 0.37% | 35 |
|
|
2022
Q4 | $365K | Hold |
3,307
| – | – | 0.29% | 45 |
|
|
2022
Q3 | $289K | Hold |
3,307
| – | – | 0.26% | 48 |
|
|
2022
Q2 | $283K | Hold |
3,307
| – | – | 0.24% | 51 |
|
|
2022
Q1 | $273K | Hold |
3,307
| – | – | 0.22% | 57 |
|
|
2021
Q4 | $202K | Buy |
+3,307
| New | +$202K | 0.16% | 71 |
|