Sweeney & Michel’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 | $485K | Buy |
4,198
+13
| +0.3% | +$1.5K | 0.17% | 87 |
|
2025
Q1 | $422K | Buy |
+4,185
| New | +$422K | 0.18% | 84 |
|
2024
Q3 | $476K | Buy |
3,966
+8
| +0.2% | +$960 | 0.19% | 79 |
|
2024
Q2 | $439K | Buy |
3,958
+8
| +0.2% | +$887 | 0.19% | 76 |
|
2024
Q1 | $465K | Buy |
+3,950
| New | +$465K | 0.21% | 73 |
|
2023
Q3 | $357K | Buy |
3,467
+6
| +0.2% | +$618 | 0.19% | 80 |
|
2023
Q2 | $373K | Sell |
3,461
-548
| -14% | -$59K | 0.19% | 80 |
|
2023
Q1 | $426K | Buy |
+4,009
| New | +$426K | 0.23% | 73 |
|