SteelPeak Wealth’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
$7.93M Buy
73,603
+34,882
+90% +$3.76M 0.31% 76
2025
Q1
$4.61M Buy
38,721
+8,143
+27% +$968K 0.19% 100
2024
Q4
$3.29M Sell
30,578
-37,094
-55% -$3.99M 0.13% 114
2024
Q3
$7.93M Buy
67,672
+5,341
+9% +$626K 0.35% 63
2024
Q2
$7.18M Buy
62,331
+35,778
+135% +$4.12M 0.33% 66
2024
Q1
$3.09M Buy
26,553
+13,864
+109% +$1.61M 0.16% 117
2023
Q4
$1.27M Sell
12,689
-679
-5% -$67.9K 0.07% 179
2023
Q3
$1.57M Sell
13,368
-6,182
-32% -$727K 0.1% 151
2023
Q2
$2.1M Buy
19,550
+7,577
+63% +$813K 0.12% 112
2023
Q1
$1.31M Sell
11,973
-2,966
-20% -$325K 0.09% 148
2022
Q4
$1.65M Buy
14,939
+1,919
+15% +$212K 0.12% 132
2022
Q3
$1.14M Sell
13,020
-3,466
-21% -$303K 0.08% 158
2022
Q2
$1.41M Sell
16,486
-1,675
-9% -$143K 0.1% 142
2022
Q1
$1.5M Buy
18,161
+2,891
+19% +$239K 0.08% 135
2021
Q4
$934K Sell
15,270
-6,708
-31% -$410K 0.05% 176
2021
Q3
$1.29M Sell
21,978
-3,499
-14% -$206K 0.09% 138
2021
Q2
$1.61M Buy
25,477
+3,837
+18% +$242K 0.11% 125
2021
Q1
$1.21M Sell
21,640
-12,767
-37% -$713K 0.1% 136
2020
Q4
$1.42M Sell
34,407
-9,003
-21% -$371K 0.13% 126
2020
Q3
$1.49M Sell
43,410
-97,859
-69% -$3.36M 0.16% 104
2020
Q2
$6.32M Buy
141,269
+36,536
+35% +$1.63M 0.8% 25
2020
Q1
$3.98M Buy
104,733
+17,432
+20% +$662K 0.63% 47
2019
Q4
$6.09M Buy
+87,301
New +$6.09M 0.84% 31