Alta Advisers’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 | $2.43M | Hold |
22,558
| – | – | 0.87% | 19 |
|
|
2025
Q1 | $2.68M | Buy |
22,558
+7,800
| +53% | +$928K | 1.14% | 17 |
|
|
2024
Q4 | $1.59M | Buy |
14,758
+2,264
| +18% | +$244K | 1% | 17 |
|
|
2024
Q3 | $1.46M | Hold |
12,494
| – | – | 0.67% | 17 |
|
|
2024
Q2 | $1.44M | Buy |
12,494
+1,394
| +13% | +$160K | 0.69% | 16 |
|
|
2024
Q1 | $1.29M | Hold |
11,100
| – | – | 0.64% | 16 |
|
|
2023
Q4 | $1.11M | Hold |
11,100
| – | – | 0.59% | 19 |
|
|
2023
Q3 | $1.31M | Hold |
11,100
| – | – | 0.76% | 14 |
|
|
2023
Q2 | $1.19M | Hold |
11,100
| – | – | 0.67% | 13 |
|
|
2023
Q1 | $1.22M | Hold |
11,100
| – | – | 0.73% | 13 |
|
|
2022
Q4 | $1.12M | Hold |
11,100
| – | – | 0.67% | 12 |
|
|
2022
Q3 | $969K | Buy |
+11,100
| New | +$969K | 0.61% | 13 |
|
|
2013
Q4 | – | Sell |
-291
| Closed | -$25K | – | 79 |
|
|
2013
Q3 | $25K | Sell |
291
-161
| -36% | -$13.8K | 0.01% | 77 |
|
|
2013
Q2 | $41K | Buy |
+452
| New | +$41K | 0.02% | 74 |
|