VCI 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
$2.23M Buy
20,683
+2,644
+15% +$285K 0.78% 31
2025
Q1
$2.15M Sell
18,039
-3,323
-16% -$395K 0.9% 26
2024
Q4
$2.3M Buy
21,362
+193
+0.9% +$20.8K 0.98% 26
2024
Q3
$2.48M Buy
21,169
+9,236
+77% +$1.08M 1.1% 22
2024
Q2
$1.37M Buy
11,933
+2,576
+28% +$297K 0.68% 36
2024
Q1
$1.09M Buy
9,357
+6,900
+281% +$802K 0.74% 33
2023
Q4
$246K Buy
+2,457
New +$246K 0.15% 101