Algert Global’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.39M Buy
68,517
+45,248
+194% +$4.88M 0.15% 211
2025
Q1
$2.77M Buy
23,269
+1,895
+9% +$225K 0.07% 490
2024
Q4
$2.3M Buy
21,374
+2,078
+11% +$224K 0.05% 556
2024
Q3
$2.26M Buy
+19,296
New +$2.26M 0.06% 513
2023
Q3
Sell
-5,114
Closed -$548K 1273
2023
Q2
$548K Hold
5,114
0.02% 797
2023
Q1
$561K Sell
5,114
-1,200
-19% -$132K 0.03% 795
2022
Q4
$696K Sell
6,314
-11,326
-64% -$1.25M 0.04% 704
2022
Q3
$1.54M Buy
17,640
+809
+5% +$70.6K 0.09% 365
2022
Q2
$1.44M Buy
16,831
+1,233
+8% +$106K 0.11% 315
2022
Q1
$1.29M Sell
15,598
-8,650
-36% -$714K 0.08% 408
2021
Q4
$1.48M Buy
+24,248
New +$1.48M 0.19% 148
2021
Q3
Sell
-7,273
Closed -$459K 1085
2021
Q2
$459K Sell
7,273
-727
-9% -$45.9K 0.15% 197
2021
Q1
$447K Buy
+8,000
New +$447K 0.14% 224