I’d ensure massive profits and not worry about how much cash it kept me in, even if it was 100%. Cash = opportunities.
In the downturn, you’ll be glad you have all the cash you have.
It’s possible you may have missed the good opportunities in XOM, but you did darn good on the others, which more than makes up for it.
But if XOM takes a major slam, you could always add it.
I’d capture and ensure those massive profits on all of those.