TriaGen Wealth Management’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 | $1.22M | Buy |
11,279
+1,019
| +10% | +$110K | 0.37% | 70 |
|
|
2025
Q1 | $1.22M | Buy |
10,260
+6
| +0.1% | +$714 | 0.43% | 58 |
|
|
2024
Q4 | $1.1M | Buy |
10,254
+400
| +4% | +$43K | 0.37% | 65 |
|
|
2024
Q3 | $1.16M | Sell |
9,854
-3
| -0% | -$352 | 0.39% | 67 |
|
|
2024
Q2 | $1.13M | Sell |
9,857
-5
| -0.1% | -$576 | 0.44% | 61 |
|
|
2024
Q1 | $1.15M | Sell |
9,862
-5
| -0.1% | -$581 | 0.48% | 58 |
|
|
2023
Q4 | $987K | Sell |
9,867
-13
| -0.1% | -$1.3K | 0.47% | 58 |
|
|
2023
Q3 | $1.16M | Sell |
9,880
-23
| -0.2% | -$2.7K | 0.59% | 53 |
|
|
2023
Q2 | $1.06M | Sell |
9,903
-57
| -0.6% | -$6.11K | 0.49% | 65 |
|
|
2023
Q1 | $1.09M | Sell |
9,960
-418
| -4% | -$45.8K | 0.55% | 53 |
|
|
2022
Q4 | $1.14M | Hold |
10,378
| – | – | 0.64% | 46 |
|
|
2022
Q3 | $906K | Buy |
10,378
+307
| +3% | +$26.8K | 0.5% | 55 |
|
|
2022
Q2 | $862K | Sell |
10,071
-99
| -1% | -$8.47K | 0.61% | 45 |
|
|
2022
Q1 | $840K | Buy |
10,170
+805
| +9% | +$66.5K | 0.44% | 65 |
|
|
2021
Q4 | $573K | Buy |
9,365
+16
| +0.2% | +$979 | 0.28% | 91 |
|
|
2021
Q3 | $550K | Hold |
9,349
| – | – | 0.3% | 93 |
|
|
2021
Q2 | $538K | Sell |
9,349
-100
| -1% | -$5.76K | 0.28% | 98 |
|
|
2021
Q1 | $528K | Sell |
9,449
-12,395
| -57% | -$693K | 0.3% | 90 |
|
|
2020
Q4 | $900K | Buy |
+21,844
| New | +$900K | 0.53% | 64 |
|