Allen Mooney & Barnes 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 | $17.6M | Buy |
163,319
+2,089
| +1% | +$225K | 2.89% | 7 |
|
|
2025
Q1 | $19.2M | Buy |
161,230
+5,605
| +4% | +$667K | 3.12% | 4 |
|
|
2024
Q4 | $16.7M | Buy |
155,625
+2,885
| +2% | +$310K | 2.82% | 7 |
|
|
2024
Q3 | $17.9M | Sell |
152,740
-2,446
| -2% | -$287K | 3.05% | 6 |
|
|
2024
Q2 | $17.9M | Buy |
155,186
+1,893
| +1% | +$218K | 3.19% | 5 |
|
|
2024
Q1 | $18.7M | Sell |
153,293
-784
| -0.5% | -$95.5K | 3.58% | 4 |
|
|
2023
Q4 | $15.4M | Buy |
154,077
+2,348
| +2% | +$235K | 2.93% | 5 |
|
|
2023
Q3 | $17.8M | Buy |
151,729
+5,532
| +4% | +$650K | 3.8% | 3 |
|
|
2023
Q2 | $15.7M | Sell |
146,197
-995
| -0.7% | -$107K | 3.47% | 5 |
|
|
2023
Q1 | $16.1M | Sell |
147,192
-41,601
| -22% | -$4.56M | 3.86% | 2 |
|
|
2022
Q4 | $20.8M | Buy |
188,793
+862
| +0.5% | +$95.1K | 5% | 1 |
|
|
2022
Q3 | $16.4M | Buy |
187,931
+3,139
| +2% | +$274K | 4.39% | 2 |
|
|
2022
Q2 | $15.8M | Buy |
184,792
+9,603
| +5% | +$822K | 4.05% | 2 |
|
|
2022
Q1 | $14.5M | Buy |
+175,189
| New | +$14.5M | 3.21% | 2 |
|