Stone Summit 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 | $681K | Hold |
6,315
| – | – | 0.21% | 83 |
|
|
2025
Q1 | $751K | Sell |
6,315
-140
| -2% | -$16.7K | 0.25% | 77 |
|
|
2024
Q4 | $694K | Sell |
6,455
-390
| -6% | -$42K | 0.23% | 80 |
|
|
2024
Q3 | $802K | Sell |
6,845
-210
| -3% | -$24.6K | 0.26% | 79 |
|
|
2024
Q2 | $812K | Sell |
7,055
-9
| -0.1% | -$1.04K | 0.29% | 74 |
|
|
2024
Q1 | $821K | Buy |
7,064
+274
| +4% | +$31.9K | 0.29% | 77 |
|
|
2023
Q4 | $679K | Hold |
6,790
| – | – | 0.26% | 84 |
|
|
2023
Q3 | $798K | Buy |
6,790
+80
| +1% | +$9.41K | 0.34% | 76 |
|
|
2023
Q2 | $720K | Sell |
6,710
-15
| -0.2% | -$1.61K | 0.3% | 79 |
|
|
2023
Q1 | $737K | Sell |
6,725
-796
| -11% | -$87.3K | 0.33% | 77 |
|
|
2022
Q4 | $830K | Sell |
7,521
-250
| -3% | -$27.6K | 0.41% | 69 |
|
|
2022
Q3 | $679K | Hold |
7,771
| – | – | 0.42% | 69 |
|
|
2022
Q2 | $666K | Buy |
7,771
+1,744
| +29% | +$149K | 0.4% | 66 |
|
|
2022
Q1 | $502K | Buy |
+6,027
| New | +$502K | 0.28% | 83 |
|