Total Wealth 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 | $369K | Buy |
3,421
+1,127
| +49% | +$121K | 0.05% | 85 |
|
|
2025
Q1 | $273K | Buy |
2,294
+10
| +0.4% | +$1.19K | 0.04% | 84 |
|
|
2024
Q4 | $246K | Sell |
2,284
-56
| -2% | -$6.02K | 0.04% | 85 |
|
|
2024
Q3 | $274K | Hold |
2,340
| – | – | 0.04% | 84 |
|
|
2024
Q2 | $272K | Sell |
2,340
-975
| -29% | -$113K | 0.04% | 86 |
|
|
2024
Q1 | $385K | Buy |
3,315
+27
| +0.8% | +$3.14K | 0.07% | 73 |
|
|
2023
Q4 | $329K | Buy |
3,288
+11
| +0.3% | +$1.1K | 0.06% | 77 |
|
|
2023
Q3 | $385K | Buy |
3,277
+890
| +37% | +$105K | 0.08% | 70 |
|
|
2023
Q2 | $256K | Hold |
2,387
| – | – | 0.05% | 77 |
|
|
2023
Q1 | $262K | Hold |
2,387
| – | – | 0.06% | 75 |
|
|
2022
Q4 | $263K | Sell |
2,387
-400
| -14% | -$44.1K | 0.07% | 71 |
|
|
2022
Q3 | $243K | Buy |
2,787
+30
| +1% | +$2.62K | 0.07% | 74 |
|
|
2022
Q2 | $236K | Sell |
2,757
-90
| -3% | -$7.7K | 0.07% | 76 |
|
|
2022
Q1 | $235K | Buy |
+2,847
| New | +$235K | 0.06% | 76 |
|