Wealthquest’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 | $1.36M | Sell |
12,578
-49
| -0.4% | -$5.28K | 0.11% | 39 |
|
|
2025
Q1 | $1.5M | Buy |
12,627
+11
| +0.1% | +$1.31K | 0.13% | 35 |
|
|
2024
Q4 | $1.36M | Buy |
12,616
+53
| +0.4% | +$5.7K | 0.11% | 39 |
|
|
2024
Q3 | $1.51M | Buy |
12,563
+137
| +1% | +$16.4K | 0.13% | 37 |
|
|
2024
Q2 | $1.43M | Buy |
12,426
+539
| +5% | +$62.1K | 0.15% | 37 |
|
|
2024
Q1 | $1.38M | Buy |
11,887
+18
| +0.2% | +$2.09K | 0.15% | 41 |
|
|
2023
Q4 | $1.19M | Sell |
11,869
-1
| -0% | -$100 | 0.13% | 47 |
|
|
2023
Q3 | $1.4M | Buy |
11,870
+5,116
| +76% | +$602K | 0.17% | 42 |
|
|
2023
Q2 | $724K | Buy |
6,754
+125
| +2% | +$13.4K | 0.09% | 62 |
|
|
2023
Q1 | $727K | Hold |
6,629
| – | – | 0.09% | 61 |
|
|
2022
Q4 | $731K | Hold |
6,629
| – | – | 0.09% | 62 |
|
|
2022
Q3 | $578K | Buy |
6,629
+89
| +1% | +$7.76K | 0.08% | 70 |
|
|
2022
Q2 | $560K | Hold |
6,540
| – | – | 0.08% | 70 |
|
|
2022
Q1 | $400K | Hold |
6,540
| – | – | 0.06% | 89 |
|
|
2021
Q4 | $400K | Buy |
6,540
+973
| +17% | +$59.5K | 0.06% | 89 |
|
|
2021
Q3 | $327K | Sell |
5,567
-244
| -4% | -$14.3K | 0.06% | 97 |
|
|
2021
Q2 | $366K | Sell |
5,811
-365
| -6% | -$23K | 0.06% | 93 |
|
|
2021
Q1 | $344K | Buy |
6,176
+239
| +4% | +$13.3K | 0.06% | 98 |
|
|
2020
Q4 | $244K | Sell |
5,937
-10
| -0.2% | -$411 | 0.05% | 112 |
|
|
2020
Q3 | $204K | Sell |
5,947
-284
| -5% | -$9.74K | 0.05% | 111 |
|
|
2020
Q2 | $278K | Buy |
+6,231
| New | +$278K | 0.07% | 88 |
|
|
2019
Q4 | $647K | Buy |
9,280
+48
| +0.5% | +$3.35K | 0.19% | 70 |
|
|
2019
Q3 | $651K | Sell |
9,232
-4,073
| -31% | -$287K | 0.22% | 68 |
|
|
2019
Q2 | $1.02M | Sell |
13,305
-2,330
| -15% | -$178K | 0.39% | 53 |
|
|
2019
Q1 | $1.26M | Sell |
15,635
-35
| -0.2% | -$2.83K | 0.48% | 43 |
|
|
2018
Q4 | $1.07M | Buy |
+15,670
| New | +$1.07M | 0.44% | 43 |
|
|
2015
Q3 | $810K | Sell |
10,892
-3,712
| -25% | -$276K | 1.47% | 9 |
|
|
2015
Q2 | $1.22M | Sell |
14,604
-64
| -0.4% | -$5.33K | 1.78% | 7 |
|
|
2015
Q1 | $1.25M | Buy |
14,668
+109
| +0.7% | +$9.27K | 1.8% | 7 |
|
|
2014
Q4 | $1.35M | Buy |
+14,559
| New | +$1.35M | 1.38% | 8 |
|