AFA
AllGen Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
6,894
-8,536
| -55% | -$920K | 0.2% | 34 |
|
|
2025
Q1 | $1.84M | Buy |
15,430
+445
| +3% | +$52.9K | 0.54% | 28 |
|
|
2024
Q4 | $1.61M | Sell |
14,985
-2,274
| -13% | -$245K | 0.54% | 30 |
|
|
2024
Q3 | $2.02M | Sell |
17,259
-10,672
| -38% | -$1.25M | 0.66% | 27 |
|
|
2024
Q2 | $3.22M | Buy |
27,931
+1,494
| +6% | +$172K | 1.22% | 18 |
|
|
2024
Q1 | $3.07M | Buy |
26,437
+514
| +2% | +$59.7K | 1.25% | 19 |
|
|
2023
Q4 | $2.59M | Buy |
25,923
+171
| +0.7% | +$17.1K | 1.35% | 20 |
|
|
2023
Q3 | $3.03M | Sell |
25,752
-242
| -0.9% | -$28.5K | 2.15% | 11 |
|
|
2023
Q2 | $2.79M | Buy |
25,994
+36
| +0.1% | +$3.86K | 1.76% | 17 |
|
|
2023
Q1 | $2.85M | Sell |
25,958
-1,908
| -7% | -$209K | 1.99% | 14 |
|
|
2022
Q4 | $3.07M | Sell |
27,866
-8,027
| -22% | -$885K | 2.2% | 11 |
|
|
2022
Q3 | $3.13M | Sell |
35,893
-1,777
| -5% | -$155K | 2.44% | 12 |
|
|
2022
Q2 | $3.23M | Buy |
37,670
+16
| +0% | +$1.37K | 2.65% | 11 |
|
|
2022
Q1 | $3.11M | Sell |
37,654
-8,936
| -19% | -$738K | 2.6% | 11 |
|
|
2021
Q4 | $2.85M | Buy |
46,590
+4,458
| +11% | +$273K | 2.11% | 15 |
|
|
2021
Q3 | $2.48M | Buy |
42,132
+1,301
| +3% | +$76.5K | 2.02% | 12 |
|
|
2021
Q2 | $2.58M | Buy |
40,831
+24,290
| +147% | +$1.53M | 1.98% | 13 |
|
|
2021
Q1 | $923K | Sell |
16,541
-52,854
| -76% | -$2.95M | 0.75% | 29 |
|
|
2020
Q4 | $2.12M | Buy |
+69,395
| New | +$2.12M | 1.97% | 14 |
|