Spire 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
$8.74M Sell
82,241
-39,243
-32% -$4.17M 0.31% 65
2025
Q1
$14.4M Sell
121,484
-5,947
-5% -$707K 0.46% 43
2024
Q4
$13.7M Sell
127,431
-454
-0.4% -$48.8K 0.43% 49
2024
Q3
$15M Buy
127,885
+3,624
+3% +$425K 0.51% 41
2024
Q2
$14.3M Buy
124,261
+5,851
+5% +$673K 0.5% 40
2024
Q1
$25.1M Sell
118,410
-2,819
-2% -$599K 0.46% 39
2023
Q4
$11.8M Buy
121,229
+3,490
+3% +$338K 0.39% 53
2023
Q3
$13.8M Sell
117,739
-19,009
-14% -$2.24M 0.53% 44
2023
Q2
$14.7M Buy
136,748
+698
+0.5% +$74.9K 0.54% 36
2023
Q1
$14.9M Buy
136,050
+35,876
+36% +$3.93M 0.58% 32
2022
Q4
$11M Buy
100,174
+9,303
+10% +$1.03M 0.62% 36
2022
Q3
$7.93M Sell
90,871
-47,151
-34% -$4.12M 0.48% 45
2022
Q2
$11.8M Sell
138,022
-58,703
-30% -$5.03M 0.49% 46
2022
Q1
$16.3M Buy
196,725
+90,301
+85% +$7.46M 0.44% 53
2021
Q4
$6.52M Sell
106,424
-18,983
-15% -$1.16M 0.14% 152
2021
Q3
$7.38M Buy
125,407
+45,233
+56% +$2.66M 0.2% 130
2021
Q2
$5.06M Sell
80,174
-34,968
-30% -$2.21M 0.14% 163
2021
Q1
$5.92M Buy
+115,142
New +$5.92M 0.16% 144