Summit Wealth Group’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 | $431K | Buy |
3,999
+471
| +13% | +$50.8K | 0.11% | 70 |
|
|
2025
Q1 | $420K | Buy |
3,528
+602
| +21% | +$71.7K | 0.12% | 64 |
|
|
2024
Q4 | $315K | Buy |
2,926
+707
| +32% | +$76.1K | 0.09% | 74 |
|
|
2024
Q3 | $260K | Hold |
2,219
| – | – | 0.08% | 84 |
|
|
2024
Q2 | $255K | Buy |
2,219
+24
| +1% | +$2.76K | 0.08% | 78 |
|
|
2024
Q1 | $255K | Hold |
2,195
| – | – | 0.17% | 38 |
|
|
2023
Q4 | $219K | Buy |
2,195
+42
| +2% | +$4.19K | 0.17% | 38 |
|
|
2023
Q3 | $253K | Sell |
2,153
-34
| -2% | -$4K | 0.23% | 33 |
|
|
2023
Q2 | $235K | Sell |
2,187
-237,639
| -99% | -$25.5M | 0.1% | 68 |
|
|
2023
Q1 | $2K | Buy |
+239,826
| New | +$2K | 0.05% | 105 |
|
|
2021
Q3 | – | Sell |
-1,306
| Closed | -$82K | – | 224 |
|
|
2021
Q2 | $82K | Hold |
1,306
| – | – | 0.12% | 42 |
|
|
2021
Q1 | $73K | Buy |
+1,306
| New | +$73K | 0.12% | 34 |
|