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 |
|