Affinity Investment 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 | $2.6M | Sell |
24,147
-832
| -3% | -$89.7K | 1.97% | 9 |
|
|
2025
Q1 | $2.97M | Sell |
24,979
-85
| -0.3% | -$10.1K | 2.42% | 4 |
|
|
2024
Q4 | $2.7M | Sell |
25,064
-5,915
| -19% | -$636K | 2.25% | 7 |
|
|
2024
Q3 | $3.63M | Buy |
30,979
+382
| +1% | +$44.8K | 2.49% | 4 |
|
|
2024
Q2 | $3.52M | Sell |
30,597
-101
| -0.3% | -$11.6K | 2.65% | 4 |
|
|
2024
Q1 | $3.57M | Buy |
30,698
+9,507
| +45% | +$1.11M | 2.6% | 3 |
|
|
2023
Q4 | $2.12M | Sell |
21,191
-1,471
| -6% | -$147K | 1.44% | 13 |
|
|
2023
Q3 | $2.66M | Sell |
22,662
-40
| -0.2% | -$4.7K | 1.72% | 4 |
|
|
2023
Q2 | $2.43M | Sell |
22,702
-5,252
| -19% | -$563K | 1.41% | 5 |
|
|
2023
Q1 | $3.07M | Buy |
27,954
+22,886
| +452% | +$2.51M | 1.64% | 5 |
|
|
2022
Q4 | $559K | Buy |
+5,068
| New | +$559K | 0.26% | 134 |
|
|
2019
Q2 | – | Sell |
-141,584
| Closed | -$11.4M | – | 144 |
|
|
2019
Q1 | $11.4M | Sell |
141,584
-82,404
| -37% | -$6.66M | 2.35% | 10 |
|
|
2018
Q4 | $15.3M | Sell |
223,988
-24,060
| -10% | -$1.64M | 2.67% | 7 |
|
|
2018
Q3 | $21.1M | Buy |
248,048
+45,535
| +22% | +$3.87M | 2.78% | 5 |
|
|
2018
Q2 | $16.8M | Sell |
202,513
-46,839
| -19% | -$3.88M | 2.37% | 4 |
|
|
2018
Q1 | $18.6M | Sell |
249,352
-2,460
| -1% | -$184K | 2.17% | 7 |
|
|
2017
Q4 | $21.1M | Sell |
251,812
-11,071
| -4% | -$926K | 2.39% | 5 |
|
|
2017
Q3 | $21.6M | Sell |
262,883
-40,429
| -13% | -$3.31M | 2.5% | 5 |
|
|
2017
Q2 | $24.5M | Sell |
303,312
-103,209
| -25% | -$8.33M | 2.92% | 3 |
|
|
2017
Q1 | $33.3M | Sell |
406,521
-5,950
| -1% | -$488K | 3.02% | 2 |
|
|
2016
Q4 | $37.2M | Sell |
412,471
-56,058
| -12% | -$5.06M | 3.51% | 2 |
|
|
2016
Q3 | $40.9M | Sell |
468,529
-77,586
| -14% | -$6.77M | 3.48% | 1 |
|
|
2016
Q2 | $51.2M | Buy |
546,115
+34,685
| +7% | +$3.25M | 3.78% | 1 |
|
|
2016
Q1 | $42.8M | Sell |
511,430
-13,366
| -3% | -$1.12M | 3.75% | 1 |
|
|
2015
Q4 | $40.9M | Sell |
524,796
-5,244
| -1% | -$409K | 3.51% | 1 |
|
|
2015
Q3 | $39.4M | Buy |
530,040
+512,842
| +2,982% | +$38.1M | 3.59% | 1 |
|
|
2015
Q2 | $1.43M | Buy |
17,198
+8,500
| +98% | +$707K | 0.11% | 105 |
|
|
2015
Q1 | $739K | Buy |
8,698
+5,730
| +193% | +$487K | 0.05% | 104 |
|
|
2014
Q4 | $274K | Sell |
2,968
-14
| -0.5% | -$1.29K | 0.03% | 109 |
|
|
2014
Q3 | $280K | Hold |
2,982
| – | – | 0.03% | 110 |
|
|
2014
Q2 | $300K | Buy |
2,982
+14
| +0.5% | +$1.41K | 0.03% | 79 |
|
|
2014
Q1 | $290K | Hold |
2,968
| – | – | 0.03% | 79 |
|
|
2013
Q4 | $300K | Hold |
2,968
| – | – | 0.04% | 81 |
|
|
2013
Q3 | $255K | Sell |
2,968
-180
| -6% | -$15.5K | 0.03% | 81 |
|
|
2013
Q2 | $284K | Buy |
+3,148
| New | +$284K | 0.02% | 110 |
|