Addison 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 | $2.35M | Buy |
21,828
+1,538
| +8% | +$166K | 0.59% | 43 |
|
|
2025
Q1 | $2.41M | Sell |
20,290
-407
| -2% | -$48.4K | 0.66% | 38 |
|
|
2024
Q4 | $2.23M | Sell |
20,697
-872
| -4% | -$93.8K | 0.62% | 38 |
|
|
2024
Q3 | $2.53M | Sell |
21,569
-44
| -0.2% | -$5.16K | 0.7% | 35 |
|
|
2024
Q2 | $2.49M | Buy |
21,613
+199
| +0.9% | +$22.9K | 0.8% | 33 |
|
|
2024
Q1 | $2.49M | Sell |
21,414
-215
| -1% | -$25K | 0.86% | 31 |
|
|
2023
Q4 | $2.16M | Buy |
21,629
+1,466
| +7% | +$147K | 0.84% | 30 |
|
|
2023
Q3 | $2.37M | Sell |
20,163
-119
| -0.6% | -$14K | 1.1% | 21 |
|
|
2023
Q2 | $2.18M | Sell |
20,282
-60
| -0.3% | -$6.44K | 1.07% | 21 |
|
|
2023
Q1 | $2.23M | Sell |
20,342
-512
| -2% | -$56.1K | 1.25% | 19 |
|
|
2022
Q4 | $2.3M | Sell |
20,854
-473
| -2% | -$52.2K | 1.38% | 17 |
|
|
2022
Q3 | $1.86M | Sell |
21,327
-166
| -0.8% | -$14.5K | 1.15% | 23 |
|
|
2022
Q2 | $1.84M | Buy |
21,493
+235
| +1% | +$20.1K | 1.12% | 26 |
|
|
2022
Q1 | $1.76M | Buy |
21,258
+1,688
| +9% | +$139K | 0.96% | 26 |
|
|
2021
Q4 | $1.2M | Buy |
19,570
+2,239
| +13% | +$137K | 0.74% | 32 |
|
|
2021
Q3 | $1.02M | Hold |
17,331
| – | – | 0.82% | 29 |
|
|
2021
Q2 | $1.09M | Buy |
+17,331
| New | +$1.09M | 0.88% | 29 |
|
|
2020
Q4 | $729K | Buy |
+17,686
| New | +$729K | 0.7% | 31 |
|