Summit 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 | $212K | Buy |
1,965
+7
| +0.4% | +$755 | 0.04% | 209 |
|
|
2025
Q1 | $233K | Sell |
1,958
-91
| -4% | -$10.8K | 0.05% | 192 |
|
|
2024
Q4 | $220K | Sell |
2,049
-1,209
| -37% | -$130K | 0.05% | 192 |
|
|
2024
Q3 | $382K | Buy |
3,258
+11
| +0.3% | +$1.29K | 0.07% | 163 |
|
|
2024
Q2 | $374K | Buy |
3,247
+6
| +0.2% | +$691 | 0.08% | 158 |
|
|
2024
Q1 | $377K | Buy |
3,241
+6
| +0.2% | +$697 | 0.08% | 148 |
|
|
2023
Q4 | $323K | Buy |
3,235
+7
| +0.2% | +$700 | 0.08% | 152 |
|
|
2023
Q3 | $380K | Buy |
3,228
+100
| +3% | +$11.8K | 0.1% | 125 |
|
|
2023
Q2 | $335K | Buy |
3,128
+2
| +0.1% | +$214 | 0.08% | 135 |
|
|
2023
Q1 | $343K | Buy |
3,126
+4
| +0.1% | +$439 | 0.09% | 135 |
|
|
2022
Q4 | $344K | Buy |
3,122
+27
| +0.9% | +$2.98K | 0.09% | 133 |
|
|
2022
Q3 | $270K | Buy |
3,095
+5
| +0.2% | +$436 | 0.08% | 130 |
|
|
2022
Q2 | $265K | Buy |
3,090
+3
| +0.1% | +$257 | 0.07% | 132 |
|
|
2022
Q1 | $255K | Buy |
+3,087
| New | +$255K | 0.06% | 145 |
|
|
2021
Q3 | – | Sell |
-3,247
| Closed | -$205K | – | 156 |
|
|
2021
Q2 | $205K | Buy |
+3,247
| New | +$205K | 0.05% | 151 |
|
|
2020
Q1 | – | Sell |
-3,856
| Closed | -$269K | – | 126 |
|
|
2019
Q4 | $269K | Buy |
+3,856
| New | +$269K | 0.09% | 98 |
|