Allen Capital Group’s Exxon Mobil XOM Stock Holding History

Allen Capital Group’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.62M	Sell	24,347 -2,322	-9%	-$250K	0.27%	78
2025 Q1	$3.17M	Buy	26,669 +1,167	+5%	+$139K	0.36%	63
2024 Q4	$2.74M	Buy	25,502 +1,770	+7%	+$190K	0.33%	64
2024 Q3	$2.78M	Buy	23,732 +164	+0.7%	+$19.2K	0.34%	60
2024 Q2	$2.71M	Buy	23,568 +301	+1%	+$34.7K	0.37%	64
2024 Q1	$2.7M	Buy	23,267 +1,152	+5%	+$134K	0.38%	60
2023 Q4	$2.21M	Buy	22,115 +1,034	+5%	+$103K	0.35%	62
2023 Q3	$2.44M	Buy	21,081 +443	+2%	+$51.2K	0.43%	50
2023 Q2	$2.21M	Sell	20,638 -169	-0.8%	-$18.1K	0.38%	62
2023 Q1	$2.28M	Buy	+20,807	New	+$2.28M	0.41%	57
2022 Q4	–	Sell	-20,807	Closed	-$1.82M	–	178
2022 Q3	$1.82M	Sell	20,807 -480	-2%	-$41.9K	0.42%	52
2022 Q2	$1.82M	Sell	21,287 -119	-0.6%	-$10.2K	0.37%	55
2022 Q1	$1.77M	Sell	21,406 -683	-3%	-$56.4K	0.33%	60
2021 Q4	$1.35M	Buy	22,089 +262	+1%	+$16K	0.22%	71
2021 Q3	$1.28M	Buy	21,827 +134	+0.6%	+$7.88K	0.26%	70
2021 Q2	$1.37M	Sell	21,693 -479	-2%	-$30.2K	0.27%	67
2021 Q1	$1.24M	Sell	22,172 -2,320	-9%	-$130K	0.27%	66
2020 Q4	$1.01M	Sell	24,492 -5,834	-19%	-$241K	0.24%	71
2020 Q3	$1.04M	Sell	30,326 -2,616	-8%	-$89.5K	0.26%	65
2020 Q2	$1.47M	Buy	32,942 +9,028	+38%	+$404K	0.39%	49
2020 Q1	$908K	Sell	23,914 -1,650	-6%	-$62.6K	0.28%	62
2019 Q4	$1.78M	Buy	25,564 +875	+4%	+$61.1K	0.47%	49
2019 Q3	$1.67M	Buy	24,689 +2,884	+13%	+$194K	0.51%	43
2019 Q2	$1.67M	Sell	21,805 -5,796	-21%	-$444K	0.54%	41
2019 Q1	$2.23M	Buy	27,601 +1,341	+5%	+$108K	0.74%	33
2018 Q4	$1.92M	Buy	26,260 +732	+3%	+$53.4K	0.68%	35
2018 Q3	$2.17M	Buy	25,528 +15,715	+160%	+$1.34M	0.72%	35
2018 Q2	$812K	Buy	9,813 +3,833	+64%	+$317K	0.3%	56
2018 Q1	$446K	Buy	5,980 +2,010	+51%	+$150K	0.17%	77
2017 Q4	$332K	Buy	+3,970	New	+$332K	0.14%	89