Vance Wealth’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 | $700K | Buy |
6,496
+136
| +2% | +$14.7K | 0.24% | 60 |
|
|
2025
Q1 | $756K | Buy |
6,360
+252
| +4% | +$30K | 0.28% | 54 |
|
|
2024
Q4 | $657K | Sell |
6,108
-160
| -3% | -$17.2K | 0.25% | 52 |
|
|
2024
Q3 | $735K | Sell |
6,268
-151
| -2% | -$17.7K | 0.28% | 47 |
|
|
2024
Q2 | $739K | Buy |
6,419
+2,842
| +79% | +$327K | 0.3% | 45 |
|
|
2024
Q1 | $416K | Buy |
3,577
+286
| +9% | +$33.2K | 0.17% | 58 |
|
|
2023
Q4 | $329K | Buy |
3,291
+23
| +0.7% | +$2.3K | 0.14% | 60 |
|
|
2023
Q3 | $384K | Sell |
3,268
-6
| -0.2% | -$705 | 0.18% | 54 |
|
|
2023
Q2 | $351K | Hold |
3,274
| – | – | 0.16% | 57 |
|
|
2023
Q1 | $359K | Sell |
3,274
-176
| -5% | -$19.3K | 0.19% | 54 |
|
|
2022
Q4 | $381K | Buy |
3,450
+18
| +0.5% | +$1.99K | 0.24% | 48 |
|
|
2022
Q3 | $300K | Buy |
3,432
+2
| +0.1% | +$175 | 0.23% | 53 |
|
|
2022
Q2 | $294K | Buy |
3,430
+73
| +2% | +$6.26K | 0.23% | 49 |
|
|
2022
Q1 | $277K | Buy |
3,357
+2
| +0.1% | +$165 | 0.35% | 44 |
|
|
2021
Q4 | $205K | Buy |
+3,355
| New | +$205K | 0.2% | 59 |
|