Advisor OS’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
17,163
-588
| -3% | -$63.4K | 0.18% | 80 |
|
|
2025
Q1 | $2.11M | Buy |
17,751
+1,389
| +8% | +$165K | 0.24% | 61 |
|
|
2024
Q4 | $1.76M | Sell |
16,362
-870
| -5% | -$93.6K | 0.2% | 74 |
|
|
2024
Q3 | $2.02M | Buy |
17,232
+809
| +5% | +$94.8K | 0.2% | 92 |
|
|
2024
Q2 | $1.89M | Buy |
16,423
+939
| +6% | +$108K | 0.21% | 90 |
|
|
2024
Q1 | $1.8M | Buy |
15,484
+2,337
| +18% | +$272K | 0.21% | 90 |
|
|
2023
Q4 | $1.31M | Sell |
13,147
-3,794
| -22% | -$379K | 0.17% | 107 |
|
|
2023
Q3 | $1.99M | Buy |
16,941
+1,336
| +9% | +$157K | 0.3% | 60 |
|
|
2023
Q2 | $1.67M | Buy |
15,605
+3,721
| +31% | +$399K | 0.27% | 70 |
|
|
2023
Q1 | $1.3M | Buy |
11,884
+370
| +3% | +$40.6K | 0.31% | 78 |
|
|
2022
Q4 | $1.27M | Buy |
11,514
+7,208
| +167% | +$795K | 0.34% | 74 |
|
|
2022
Q3 | $376K | Sell |
4,306
-5,044
| -54% | -$440K | 0.11% | 153 |
|
|
2022
Q2 | $800K | Buy |
9,350
+5,977
| +177% | +$511K | 0.23% | 101 |
|
|
2022
Q1 | $278K | Sell |
3,373
-1,202
| -26% | -$99.1K | 0.08% | 181 |
|
|
2021
Q4 | $280K | Buy |
4,575
+456
| +11% | +$27.9K | 0.06% | 215 |
|
|
2021
Q3 | $241K | Buy |
4,119
+3
| +0.1% | +$176 | 0.05% | 208 |
|
|
2021
Q2 | $260K | Sell |
4,116
-32
| -0.8% | -$2.02K | 0.05% | 203 |
|
|
2021
Q1 | $232K | Buy |
+4,148
| New | +$232K | 0.05% | 183 |
|
|
2020
Q3 | – | Sell |
-9,442
| Closed | -$422K | – | 177 |
|
|
2020
Q2 | $422K | Buy |
+9,442
| New | +$422K | 0.25% | 84 |
|