Advocacy Wealth Management Services’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 | $461K | Buy |
+4,277
| New | +$461K | 0.03% | 56 |
|
|
2025
Q1 | – | Sell |
-3,989
| Closed | -$429K | – | 61 |
|
|
2024
Q4 | $429K | Buy |
+3,989
| New | +$429K | 0.03% | 45 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$2K | – | 146 |
|
|
2022
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 119 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 127 |
|
|
2022
Q1 | $2K | Sell |
22
-260
| -92% | -$23.6K | ﹤0.01% | 158 |
|
|
2021
Q4 | $17K | Hold |
282
| – | – | ﹤0.01% | 106 |
|
|
2021
Q3 | $17K | Buy |
282
+270
| +2,250% | +$16.3K | ﹤0.01% | 103 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 188 |
|
|
2020
Q4 | – | Sell |
-234
| Closed | -$8K | – | 151 |
|
|
2020
Q3 | $8K | Hold |
234
| – | – | ﹤0.01% | 119 |
|
|
2020
Q2 | $10K | Buy |
+234
| New | +$10K | ﹤0.01% | 113 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$7K | – | 178 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | 0.01% | 132 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | 0.01% | 138 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | 0.01% | 145 |
|
|
2018
Q1 | $7K | Sell |
100
-50
| -33% | -$3.5K | ﹤0.01% | 168 |
|
|
2017
Q4 | $13K | Hold |
150
| – | – | 0.01% | 141 |
|
|
2017
Q3 | $12K | Sell |
150
-100
| -40% | -$8K | ﹤0.01% | 180 |
|
|
2017
Q2 | $20K | Hold |
250
| – | – | 0.01% | 135 |
|
|
2017
Q1 | $21K | Sell |
250
-57
| -19% | -$4.79K | 0.01% | 152 |
|
|
2016
Q4 | $28K | Sell |
307
-406
| -57% | -$37K | 0.01% | 115 |
|
|
2016
Q3 | $62K | Sell |
713
-181
| -20% | -$15.7K | 0.02% | 99 |
|
|
2016
Q2 | $84K | Sell |
894
-240
| -21% | -$22.6K | 0.04% | 107 |
|
|
2016
Q1 | $95K | Sell |
1,134
-203
| -15% | -$17K | 0.07% | 132 |
|
|
2015
Q4 | $104K | Buy |
+1,337
| New | +$104K | 0.12% | 120 |
|
|
2013
Q3 | $224K | Buy |
2,420
+2,370
| +4,740% | +$219K | 0.61% | 32 |
|
|
2013
Q2 | $5K | Buy |
+50
| New | +$5K | 0.02% | 214 |
|