Alaethes Wealth’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
$2.48M Buy
22,961
+831
+4% +$89.6K 0.74% 42
2025
Q1
$2.63M Buy
22,130
+1,490
+7% +$177K 0.96% 26
2024
Q4
$2.22M Sell
20,640
-13
-0.1% -$1.4K 0.79% 37
2024
Q3
$2.42M Buy
20,653
+948
+5% +$111K 0.89% 29
2024
Q2
$2.27M Buy
19,705
+302
+2% +$34.8K 0.94% 28
2024
Q1
$2.26M Sell
19,403
-1,233
-6% -$143K 0.99% 31
2023
Q4
$2.06M Buy
20,636
+324
+2% +$32.4K 0.98% 26
2023
Q3
$2.39M Sell
20,312
-735
-3% -$86.4K 1.31% 13
2023
Q2
$2.26M Sell
21,047
-2,398
-10% -$257K 1.24% 14
2023
Q1
$2.57M Buy
23,445
+1,448
+7% +$159K 1.51% 9
2022
Q4
$2.43M Buy
21,997
+1,851
+9% +$204K 1.67% 9
2022
Q3
$1.76M Buy
20,146
+771
+4% +$67.3K 1.29% 14
2022
Q2
$1.66M Sell
19,375
-1,293
-6% -$111K 1.23% 15
2022
Q1
$1.71M Buy
20,668
+122
+0.6% +$10.1K 1.08% 22
2021
Q4
$1.26M Buy
20,546
+1,642
+9% +$100K 0.79% 48
2021
Q3
$1.11M Buy
18,904
+2,747
+17% +$162K 0.81% 44
2021
Q2
$1.02M Buy
16,157
+2,425
+18% +$153K 0.79% 49
2021
Q1
$767K Buy
+13,732
New +$767K 0.71% 59