Smith Salley 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 | $6.96M | Buy |
64,533
+5,191
| +9% | +$560K | 0.4% | 54 |
|
|
2025
Q1 | $7.06M | Buy |
59,342
+3,103
| +6% | +$369K | 0.46% | 52 |
|
|
2024
Q4 | $6.05M | Sell |
56,239
-93
| -0.2% | -$10K | 0.39% | 56 |
|
|
2024
Q3 | $6.6M | Buy |
56,332
+1,368
| +2% | +$160K | 0.43% | 53 |
|
|
2024
Q2 | $6.33M | Buy |
54,964
+696
| +1% | +$80.1K | 0.45% | 51 |
|
|
2024
Q1 | $6.31M | Buy |
54,268
+3,847
| +8% | +$447K | 0.49% | 53 |
|
|
2023
Q4 | $5.04M | Sell |
50,421
-1,025
| -2% | -$102K | 0.33% | 63 |
|
|
2023
Q3 | $6.05M | Sell |
51,446
-2,252
| -4% | -$265K | 0.45% | 55 |
|
|
2023
Q2 | $5.76M | Buy |
53,698
+12,512
| +30% | +$1.34M | 0.42% | 58 |
|
|
2023
Q1 | $4.52M | Buy |
41,186
+8,495
| +26% | +$932K | 0.36% | 65 |
|
|
2022
Q4 | $3.61M | Buy |
32,691
+14,573
| +80% | +$1.61M | 0.31% | 73 |
|
|
2022
Q3 | $1.58M | Sell |
18,118
-10,078
| -36% | -$880K | 0.15% | 108 |
|
|
2022
Q2 | $2.41M | Buy |
28,196
+10,687
| +61% | +$915K | 0.21% | 91 |
|
|
2022
Q1 | $1.45M | Sell |
17,509
-18,216
| -51% | -$1.5M | 0.11% | 119 |
|
|
2021
Q4 | $2.19M | Buy |
35,725
+16,944
| +90% | +$1.04M | 0.15% | 108 |
|
|
2021
Q3 | $1.1M | Buy |
18,781
+1,626
| +9% | +$95.6K | 0.09% | 135 |
|
|
2021
Q2 | $1.08M | Buy |
17,155
+342
| +2% | +$21.6K | 0.09% | 137 |
|
|
2021
Q1 | $939K | Buy |
16,813
+232
| +1% | +$13K | 0.08% | 130 |
|
|
2020
Q4 | $684K | Sell |
16,581
-374
| -2% | -$15.4K | 0.07% | 137 |
|
|
2020
Q3 | $582K | Sell |
16,955
-4,637
| -21% | -$159K | 0.07% | 121 |
|
|
2020
Q2 | $965K | Sell |
21,592
-3,805
| -15% | -$170K | 0.13% | 102 |
|
|
2020
Q1 | $964K | Sell |
25,397
-77,681
| -75% | -$2.95M | 0.16% | 96 |
|
|
2019
Q4 | $7.19M | Sell |
103,078
-6,480
| -6% | -$452K | 0.95% | 38 |
|
|
2019
Q3 | $7.74M | Buy |
109,558
+1,570
| +1% | +$111K | 1.1% | 36 |
|
|
2019
Q2 | $8.28M | Buy |
107,988
+5,492
| +5% | +$421K | 1.25% | 33 |
|
|
2019
Q1 | $8.28M | Buy |
102,496
+15,910
| +18% | +$1.29M | 1.33% | 30 |
|
|
2018
Q4 | $5.91M | Sell |
86,586
-19,007
| -18% | -$1.3M | 1.09% | 36 |
|
|
2018
Q3 | $8.98M | Buy |
105,593
+2,062
| +2% | +$175K | 1.42% | 23 |
|
|
2018
Q2 | $8.57M | Buy |
103,531
+20,290
| +24% | +$1.68M | 1.47% | 24 |
|
|
2018
Q1 | $6.21M | Sell |
83,241
-393
| -0.5% | -$29.3K | 1.11% | 33 |
|
|
2017
Q4 | $6.99M | Buy |
83,634
+1,942
| +2% | +$162K | 1.25% | 29 |
|
|
2017
Q3 | $6.7M | Buy |
81,692
+300
| +0.4% | +$24.6K | 1.28% | 27 |
|
|
2017
Q2 | $6.57M | Sell |
81,392
-1,825
| -2% | -$147K | 1.32% | 24 |
|
|
2017
Q1 | $6.82M | Sell |
83,217
-4,308
| -5% | -$353K | 1.4% | 22 |
|
|
2016
Q4 | $7.9M | Buy |
87,525
+372
| +0.4% | +$33.6K | 1.64% | 17 |
|
|
2016
Q3 | $7.61M | Sell |
87,153
-1,109
| -1% | -$96.8K | 1.69% | 15 |
|
|
2016
Q2 | $8.27M | Sell |
88,262
-11,495
| -12% | -$1.08M | 1.93% | 11 |
|
|
2016
Q1 | $8.34M | Buy |
99,757
+916
| +0.9% | +$76.6K | 2.09% | 8 |
|
|
2015
Q4 | $7.7M | Buy |
98,841
+11,142
| +13% | +$868K | 1.92% | 9 |
|
|
2015
Q3 | $6.52M | Buy |
87,699
+2,137
| +2% | +$159K | 1.76% | 13 |
|
|
2015
Q2 | $7.12M | Buy |
85,562
+668
| +0.8% | +$55.6K | 1.81% | 12 |
|
|
2015
Q1 | $7.22M | Buy |
84,894
+1,633
| +2% | +$139K | 1.84% | 12 |
|
|
2014
Q4 | $7.7M | Buy |
83,261
+3,397
| +4% | +$314K | 2% | 7 |
|
|
2014
Q3 | $7.51M | Sell |
79,864
-3,210
| -4% | -$302K | 1.99% | 7 |
|
|
2014
Q2 | $8.36M | Buy |
83,074
+48,701
| +142% | +$4.9M | 2.23% | 5 |
|
|
2014
Q1 | $3.36M | Sell |
34,373
-62
| -0.2% | -$6.06K | 2.1% | 14 |
|
|
2013
Q4 | $3.49M | Buy |
34,435
+355
| +1% | +$35.9K | 2.27% | 11 |
|
|
2013
Q3 | $2.93M | Buy |
34,080
+19,185
| +129% | +$1.65M | 2.36% | 17 |
|
|
2013
Q2 | $1.35M | Buy |
+14,895
| New | +$1.35M | 1.08% | 42 |
|