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