Summit Wealth & Retirement Planning’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 | $744K | Buy |
6,898
+40
| +0.6% | +$4.31K | 0.2% | 38 |
|
|
2025
Q1 | $816K | Buy |
6,858
+61
| +0.9% | +$7.26K | 0.25% | 33 |
|
|
2024
Q4 | $731K | Buy |
6,797
+500
| +8% | +$53.8K | 0.23% | 29 |
|
|
2024
Q3 | $738K | Buy |
6,297
+900
| +17% | +$106K | 0.24% | 30 |
|
|
2024
Q2 | $621K | Buy |
5,397
+3,256
| +152% | +$375K | 0.21% | 30 |
|
|
2024
Q1 | $249K | Buy |
+2,141
| New | +$249K | 0.09% | 55 |
|
|
2020
Q1 | – | Sell |
-5,393
| Closed | -$376K | – | 134 |
|
|
2019
Q4 | $376K | Buy |
5,393
+136
| +3% | +$9.48K | 0.17% | 98 |
|
|
2019
Q3 | $371K | Sell |
5,257
-375
| -7% | -$26.5K | 0.22% | 88 |
|
|
2019
Q2 | $432K | Sell |
5,632
-3,741
| -40% | -$287K | 0.25% | 82 |
|
|
2019
Q1 | $757K | Sell |
9,373
-985
| -10% | -$79.6K | 0.45% | 55 |
|
|
2018
Q4 | $706K | Buy |
+10,358
| New | +$706K | 0.54% | 47 |
|