Wetzel Investment Advisors’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 | $688K | Sell |
6,379
-991
| -13% | -$107K | 0.31% | 51 |
|
|
2025
Q1 | $877K | Sell |
7,370
-248
| -3% | -$29.5K | 0.44% | 38 |
|
|
2024
Q4 | $819K | Sell |
7,618
-361
| -5% | -$38.8K | 0.41% | 45 |
|
|
2024
Q3 | $935K | Buy |
7,979
+773
| +11% | +$90.6K | 0.47% | 41 |
|
|
2024
Q2 | $838K | Hold |
7,206
| – | – | 0.48% | 38 |
|
|
2024
Q1 | $854K | Buy |
7,206
+1,740
| +32% | +$206K | 0.5% | 38 |
|
|
2023
Q4 | $546K | Buy |
+5,466
| New | +$546K | 0.34% | 49 |
|