Venturi 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 | $11.3M | Buy |
104,511
+293
| +0.3% | +$31.6K | 0.56% | 51 |
|
|
2025
Q1 | $12.4M | Buy |
104,218
+47,934
| +85% | +$5.7M | 0.65% | 44 |
|
|
2024
Q4 | $6.05M | Buy |
56,284
+3,709
| +7% | +$399K | 0.3% | 60 |
|
|
2024
Q3 | $6.16M | Buy |
52,575
+1,380
| +3% | +$162K | 0.32% | 57 |
|
|
2024
Q2 | $5.89M | Buy |
51,195
+4,626
| +10% | +$533K | 0.35% | 59 |
|
|
2024
Q1 | $5.41M | Sell |
46,569
-1,318
| -3% | -$153K | 0.35% | 63 |
|
|
2023
Q4 | $4.79M | Sell |
47,887
-2,979
| -6% | -$298K | 0.34% | 60 |
|
|
2023
Q3 | $5.98M | Sell |
50,866
-1,051
| -2% | -$124K | 0.47% | 48 |
|
|
2023
Q2 | $5.57M | Sell |
51,917
-5,563
| -10% | -$597K | 0.45% | 46 |
|
|
2023
Q1 | $6.3M | Sell |
57,480
-1,781
| -3% | -$195K | 0.52% | 45 |
|
|
2022
Q4 | $6.54M | Buy |
59,261
+10,373
| +21% | +$1.14M | 0.58% | 49 |
|
|
2022
Q3 | $4.27M | Sell |
48,888
-3,664
| -7% | -$320K | 0.41% | 51 |
|
|
2022
Q2 | $4.5M | Buy |
52,552
+1,596
| +3% | +$137K | 0.4% | 50 |
|
|
2022
Q1 | $4.21M | Buy |
50,956
+7,974
| +19% | +$659K | 0.32% | 52 |
|
|
2021
Q4 | $2.63M | Sell |
42,982
-8,998
| -17% | -$551K | 0.2% | 78 |
|
|
2021
Q3 | $3.06M | Buy |
51,980
+6,157
| +13% | +$362K | 0.26% | 70 |
|
|
2021
Q2 | $2.89M | Buy |
45,823
+27,003
| +143% | +$1.7M | 0.26% | 65 |
|
|
2021
Q1 | $1.05M | Sell |
18,820
-146,652
| -89% | -$8.19M | 0.1% | 145 |
|
|
2020
Q4 | $6.82M | Buy |
165,472
+147,194
| +805% | +$6.07M | 0.71% | 37 |
|
|
2020
Q3 | $627K | Sell |
18,278
-11,872
| -39% | -$407K | 0.07% | 178 |
|
|
2020
Q2 | $1.35M | Sell |
30,150
-19,862
| -40% | -$888K | 0.18% | 89 |
|
|
2020
Q1 | $1.9M | Buy |
50,012
+1,568
| +3% | +$59.5K | 0.32% | 66 |
|
|
2019
Q4 | $3.38M | Buy |
48,444
+104
| +0.2% | +$7.26K | 0.41% | 67 |
|
|
2019
Q3 | $3.41M | Sell |
48,340
-8,531
| -15% | -$602K | 0.44% | 62 |
|
|
2019
Q2 | $4.36M | Sell |
56,871
-363
| -0.6% | -$27.8K | 0.59% | 50 |
|
|
2019
Q1 | $4.68M | Sell |
57,234
-7,008
| -11% | -$573K | 0.61% | 54 |
|
|
2018
Q4 | $4M | Buy |
64,242
+19,462
| +43% | +$1.21M | 0.65% | 43 |
|
|
2018
Q3 | $3.84M | Sell |
44,780
-1,020
| -2% | -$87.5K | 0.68% | 54 |
|
|
2018
Q2 | $3.68M | Sell |
45,800
-2,958
| -6% | -$238K | 0.69% | 56 |
|
|
2018
Q1 | $3.64M | Buy |
48,758
+36
| +0.1% | +$2.69K | 0.7% | 55 |
|
|
2017
Q4 | $4.08M | Buy |
48,722
+24,678
| +103% | +$2.06M | 0.78% | 47 |
|
|
2017
Q3 | $1.96M | Sell |
24,044
-15,248
| -39% | -$1.24M | 0.42% | 81 |
|
|
2017
Q2 | $3.17M | Sell |
39,292
-82,967
| -68% | -$6.7M | 0.72% | 51 |
|
|
2017
Q1 | $9.91M | Buy |
122,259
+11,796
| +11% | +$956K | 2.29% | 3 |
|
|
2016
Q4 | $9.97M | Buy |
110,463
+4,898
| +5% | +$442K | 2.8% | 1 |
|
|
2016
Q3 | $9.21M | Buy |
105,565
+550
| +0.5% | +$48K | 3.06% | 1 |
|
|
2016
Q2 | $9.84M | Buy |
105,015
+59
| +0.1% | +$5.53K | 3.34% | 1 |
|
|
2016
Q1 | $8.77M | Buy |
104,956
+18,691
| +22% | +$1.56M | 3.27% | 2 |
|
|
2015
Q4 | $6.72M | Buy |
+86,265
| New | +$6.72M | 3.06% | 4 |
|