Signature Wealth Management Partners’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 | $1.26M | Buy |
11,646
+2,306
| +25% | +$249K | 0.72% | 27 |
|
|
2025
Q1 | $1.11M | Buy |
9,340
+1,501
| +19% | +$179K | 0.73% | 26 |
|
|
2024
Q4 | $843K | Buy |
7,839
+1,100
| +16% | +$118K | 0.58% | 34 |
|
|
2024
Q3 | $790K | Sell |
6,739
-6,000
| -47% | -$703K | 0.57% | 36 |
|
|
2024
Q2 | $1.47M | Buy |
12,739
+5
| +0% | +$576 | 1.11% | 18 |
|
|
2024
Q1 | $1.48M | Buy |
12,734
+340
| +3% | +$39.5K | 1.2% | 18 |
|
|
2023
Q4 | $1.24M | Hold |
12,394
| – | – | 1.08% | 19 |
|
|
2023
Q3 | $1.46M | Hold |
12,394
| – | – | 1.43% | 15 |
|
|
2023
Q2 | $1.33M | Sell |
12,394
-9,274
| -43% | -$995K | 1.23% | 17 |
|
|
2023
Q1 | $2.38M | Sell |
21,668
-250
| -1% | -$27.4K | 2.2% | 11 |
|
|
2022
Q4 | $2.42M | Sell |
21,918
-1,000
| -4% | -$110K | 2.38% | 11 |
|
|
2022
Q3 | $2M | Sell |
22,918
-1
| -0% | -$87 | 2.2% | 11 |
|
|
2022
Q2 | $1.96M | Sell |
22,919
-1,320
| -5% | -$113K | 2.01% | 11 |
|
|
2022
Q1 | $2M | Sell |
24,239
-500
| -2% | -$41.3K | 1.71% | 12 |
|
|
2021
Q4 | $1.51M | Sell |
24,739
-500
| -2% | -$30.6K | 1.28% | 19 |
|
|
2021
Q3 | $1.49M | Buy |
25,239
+200
| +0.8% | +$11.8K | 1.35% | 20 |
|
|
2021
Q2 | $1.58M | Hold |
25,039
| – | – | 1.43% | 20 |
|
|
2021
Q1 | $1.4M | Buy |
25,039
+18,524
| +284% | +$1.03M | 1.34% | 20 |
|
|
2020
Q4 | $269K | Buy |
+6,515
| New | +$269K | 0.27% | 76 |
|