Vest Financial’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
$80.7M Sell
748,269
-50,328
-6% -$5.43M 1.14% 5
2025
Q1
$95M Sell
798,597
-19,812
-2% -$2.36M 1.48% 4
2024
Q4
$88M Buy
818,409
+132,955
+19% +$14.3M 1.56% 2
2024
Q3
$80.3M Buy
685,454
+114,913
+20% +$13.5M 1.55% 3
2024
Q2
$65.7M Buy
570,541
+31,974
+6% +$3.68M 1.58% 3
2024
Q1
$62.6M Buy
538,567
+160,266
+42% +$18.6M 1.66% 1
2023
Q4
$37.8M Buy
378,301
+85,383
+29% +$8.54M 1.41% 6
2023
Q3
$34.4M Buy
292,918
+139,514
+91% +$16.4M 1.88% 1
2023
Q2
$16.3M Buy
153,404
+50,913
+50% +$5.43M 1.52% 6
2023
Q1
$11.2M Buy
102,491
+16,755
+20% +$1.84M 1.53% 6
2022
Q4
$9.46M Sell
85,736
-18,532
-18% -$2.04M 1.48% 42
2022
Q3
$9.1M Sell
104,268
-6,596
-6% -$576K 1.72% 8
2022
Q2
$9.68M Sell
110,864
-8,086
-7% -$706K 1.76% 4
2022
Q1
$9.82M Buy
118,950
+10,921
+10% +$902K 1.78% 8
2021
Q4
$6.61M Buy
108,029
+14,816
+16% +$907K 1.44% 55
2021
Q3
$5.48M Buy
93,213
+20,130
+28% +$1.18M 1.67% 5
2021
Q2
$4.61M Buy
73,083
+19,718
+37% +$1.24M 1.75% 3
2021
Q1
$2.98M Sell
53,365
-10,801
-17% -$603K 1.71% 4
2020
Q4
$2.65M Buy
+64,166
New +$2.65M 1.77% 3