Ullmann Wealth Partners Group’s Exxon Mobil XOM Stock Holding History

Ullmann Wealth Partners Group’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$913K	Sell	8,473 -255	-3%	-$27.5K	0.11%	70
2025 Q1	$1.04M	Buy	8,728 +385	+5%	+$45.8K	0.14%	59
2024 Q4	$897K	Buy	8,343 +410	+5%	+$44.1K	0.12%	64
2024 Q3	$930K	Buy	7,933 +370	+5%	+$43.4K	0.12%	62
2024 Q2	$871K	Buy	7,563 +323	+4%	+$37.2K	0.12%	54
2024 Q1	$842K	Buy	7,240 +773	+12%	+$89.9K	0.13%	52
2023 Q4	$647K	Buy	6,467 +279	+5%	+$27.9K	0.11%	56
2023 Q3	$728K	Buy	6,188 +293	+5%	+$34.4K	0.14%	48
2023 Q2	$632K	Sell	5,895 -733	-11%	-$78.6K	0.13%	53
2023 Q1	$727K	Buy	6,628 +544	+9%	+$59.7K	0.17%	41
2022 Q4	$671K	Buy	6,084 +280	+5%	+$30.9K	0.16%	40
2022 Q3	$507K	Sell	5,804 -42	-0.7%	-$3.67K	0.14%	46
2022 Q2	$501K	Buy	5,846 +42	+0.7%	+$3.6K	0.14%	49
2022 Q1	$479K	Buy	5,804 +836	+17%	+$69K	0.12%	50
2021 Q4	$304K	Sell	4,968 -764	-13%	-$46.8K	0.08%	72
2021 Q3	$337K	Buy	5,732 +550	+11%	+$32.3K	0.13%	59
2021 Q2	$327K	Buy	5,182 +188	+4%	+$11.9K	0.13%	60
2021 Q1	$279K	Hold	4,994	–	–	0.12%	65
2020 Q4	$206K	Buy	+4,994	New	+$206K	0.1%	70
2020 Q3	–	Sell	-4,882	Closed	-$218K	–	72
2020 Q2	$218K	Buy	+4,882	New	+$218K	0.13%	62
2020 Q1	–	Sell	-3,737	Closed	-$261K	–	60
2019 Q4	$261K	Sell	3,737 -546	-13%	-$38.1K	0.16%	56
2019 Q3	$302K	Buy	4,283 +245	+6%	+$17.3K	0.19%	45
2019 Q2	$309K	Hold	4,038	–	–	0.19%	47
2019 Q1	$326K	Buy	4,038 +70	+2%	+$5.65K	0.21%	41
2018 Q4	$271K	Sell	3,968 -499	-11%	-$34.1K	0.2%	43
2018 Q3	$379K	Sell	4,467 -29	-0.6%	-$2.46K	0.25%	33
2018 Q2	$371K	Hold	4,496	–	–	0.26%	33
2018 Q1	$335K	Sell	4,496 -2,004	-31%	-$149K	0.24%	35
2017 Q4	$566K	Buy	6,500 +431	+7%	+$37.5K	0.39%	27
2017 Q3	$529K	Buy	6,069 +1,488	+32%	+$130K	0.53%	30
2017 Q2	$369K	Buy	4,581 +1,629	+55%	+$131K	0.27%	41
2017 Q1	$242K	Sell	2,952 -1,365	-32%	-$112K	0.2%	44
2016 Q4	$360K	Buy	+4,317	New	+$360K	0.34%	40