Strategic Wealth Partners’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 | $3.22M | Buy |
+29,881
| New | +$3.22M | 0.25% | 81 |
|
|
2024
Q4 | $1.84M | Buy |
17,050
+1,306
| +8% | +$141K | 0.15% | 105 |
|
|
2024
Q3 | $1.85M | Buy |
15,744
+2,710
| +21% | +$318K | 0.18% | 103 |
|
|
2024
Q2 | $1.5M | Buy |
13,034
+4,108
| +46% | +$473K | 0.16% | 105 |
|
|
2024
Q1 | $1.04M | Sell |
8,926
-4,441
| -33% | -$516K | 0.11% | 133 |
|
|
2023
Q4 | $1.34M | Sell |
13,367
-773
| -5% | -$77.3K | 0.16% | 111 |
|
|
2023
Q3 | $1.66M | Sell |
14,140
-92
| -0.6% | -$10.8K | 0.22% | 115 |
|
|
2023
Q2 | $1.53M | Sell |
14,232
-2,305
| -14% | -$247K | 0.2% | 127 |
|
|
2023
Q1 | $1.81M | Sell |
16,537
-155
| -0.9% | -$17K | 0.28% | 101 |
|
|
2022
Q4 | $1.84M | Buy |
16,692
+5,606
| +51% | +$618K | 0.34% | 87 |
|
|
2022
Q3 | $968K | Sell |
11,086
-4,312
| -28% | -$376K | 0.21% | 124 |
|
|
2022
Q2 | $1.32M | Buy |
+15,398
| New | +$1.32M | 0.28% | 104 |
|
|
2020
Q2 | – | Sell |
-4,482
| Closed | -$313K | – | 171 |
|
|
2020
Q1 | $313K | Hold |
4,482
| – | – | 0.16% | 107 |
|
|
2019
Q4 | $313K | Sell |
4,482
-3,654
| -45% | -$255K | 0.16% | 107 |
|
|
2019
Q3 | $55.2K | Sell |
8,136
-11,267
| -58% | -$76.5K | 0.28% | 78 |
|
|
2019
Q2 | $1.49M | Sell |
19,403
-1,870
| -9% | -$143K | 0.72% | 40 |
|
|
2019
Q1 | $1.74M | Buy |
21,273
+3,719
| +21% | +$304K | 0.8% | 29 |
|
|
2018
Q4 | $1.27M | Sell |
17,554
-131
| -0.7% | -$9.46K | 0.64% | 37 |
|
|
2018
Q3 | $1.5M | Buy |
17,685
+1,202
| +7% | +$102K | 0.8% | 33 |
|
|
2018
Q2 | $1.36M | Sell |
16,483
-1,263
| -7% | -$105K | 0.79% | 25 |
|
|
2018
Q1 | $1.32M | Buy |
17,746
+909
| +5% | +$67.8K | 0.68% | 40 |
|
|
2017
Q4 | $1.41M | Buy |
+16,837
| New | +$1.41M | 0.78% | 34 |
|