Adero Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $785K | Buy |
6,599
+652
| +11% | +$77.5K | 0.05% | 98 |
|
|
2024
Q4 | $640K | Buy |
5,947
+1,973
| +50% | +$212K | 0.04% | 107 |
|
|
2024
Q3 | $466K | Buy |
3,974
+510
| +15% | +$59.8K | 0.03% | 128 |
|
|
2024
Q2 | $399K | Buy |
3,464
+269
| +8% | +$31K | 0.03% | 137 |
|
|
2024
Q1 | $371K | Buy |
3,195
+105
| +3% | +$12.2K | 0.03% | 140 |
|
|
2023
Q4 | $309K | Buy |
3,090
+141
| +5% | +$14.1K | 0.03% | 146 |
|
|
2023
Q3 | $347K | Buy |
2,949
+115
| +4% | +$13.5K | 0.03% | 131 |
|
|
2023
Q2 | $304K | Sell |
2,834
-1,566
| -36% | -$168K | 0.03% | 130 |
|
|
2023
Q1 | $482K | Buy |
4,400
+1,164
| +36% | +$128K | 0.05% | 102 |
|
|
2022
Q4 | $357K | Buy |
3,236
+432
| +15% | +$47.7K | 0.04% | 118 |
|
|
2022
Q3 | $299K | Buy |
2,804
+379
| +16% | +$40.4K | 0.04% | 120 |
|
|
2022
Q2 | $206K | Buy |
+2,425
| New | +$206K | 0.03% | 142 |
|