Wealth Alliance’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 | $4.03M | Buy |
37,402
+4,922
| +15% | +$531K | 0.45% | 41 |
|
|
2025
Q1 | $3.86M | Buy |
32,480
+6,886
| +27% | +$819K | 0.47% | 39 |
|
|
2024
Q4 | $2.75M | Buy |
25,594
+2,912
| +13% | +$313K | 0.33% | 56 |
|
|
2024
Q3 | $2.66M | Buy |
22,682
+188
| +0.8% | +$22K | 0.32% | 59 |
|
|
2024
Q2 | $2.59M | Sell |
22,494
-1,780
| -7% | -$205K | 0.33% | 55 |
|
|
2024
Q1 | $2.82M | Buy |
24,274
+5,533
| +30% | +$643K | 0.37% | 49 |
|
|
2023
Q4 | $1.87M | Sell |
18,741
-2,733
| -13% | -$273K | 0.26% | 74 |
|
|
2023
Q3 | $2.52M | Buy |
21,474
+1,562
| +8% | +$184K | 0.4% | 51 |
|
|
2023
Q2 | $2.14M | Buy |
19,912
+3,839
| +24% | +$412K | 0.32% | 54 |
|
|
2023
Q1 | $1.76M | Buy |
16,073
+722
| +5% | +$79.2K | 0.29% | 73 |
|
|
2022
Q4 | $1.69M | Sell |
15,351
-1,399
| -8% | -$154K | 0.3% | 68 |
|
|
2022
Q3 | $1.46M | Sell |
16,750
-4,669
| -22% | -$408K | 0.29% | 70 |
|
|
2022
Q2 | $1.84M | Sell |
21,419
-2,881
| -12% | -$247K | 0.35% | 58 |
|
|
2022
Q1 | $2.01M | Buy |
24,300
+357
| +1% | +$29.5K | 0.41% | 46 |
|
|
2021
Q4 | $1.47M | Buy |
23,943
+1,611
| +7% | +$98.6K | 0.29% | 72 |
|
|
2021
Q3 | $1.31M | Sell |
22,332
-1,139
| -5% | -$67K | 0.3% | 70 |
|
|
2021
Q2 | $1.48M | Buy |
23,471
+4,710
| +25% | +$297K | 0.35% | 60 |
|
|
2021
Q1 | $1.05M | Buy |
18,761
+868
| +5% | +$48.4K | 0.29% | 79 |
|
|
2020
Q4 | $737K | Buy |
17,893
+2,149
| +14% | +$88.5K | 0.22% | 124 |
|
|
2020
Q3 | $540K | Sell |
15,744
-818
| -5% | -$28.1K | 0.19% | 136 |
|
|
2020
Q2 | $741K | Buy |
16,562
+6,891
| +71% | +$308K | 0.29% | 84 |
|
|
2020
Q1 | $367K | Sell |
9,671
-5,425
| -36% | -$206K | 0.2% | 135 |
|
|
2019
Q4 | $1.05M | Buy |
+15,096
| New | +$1.05M | 0.75% | 38 |
|