AM Investment Strategies’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 | $299K | Buy |
2,776
+346
| +14% | +$37.3K | 0.07% | 87 |
|
|
2025
Q1 | $289K | Buy |
2,430
+223
| +10% | +$26.5K | 0.07% | 87 |
|
|
2024
Q4 | $237K | Hold |
2,207
| – | – | 0.06% | 91 |
|
|
2024
Q3 | $259K | Hold |
2,207
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $254K | Hold |
2,207
| – | – | 0.06% | 92 |
|
|
2024
Q1 | $257K | Hold |
2,207
| – | – | 0.07% | 95 |
|
|
2023
Q4 | $221K | Hold |
2,207
| – | – | 0.06% | 95 |
|
|
2023
Q3 | $259K | Hold |
2,207
| – | – | 0.08% | 80 |
|
|
2023
Q2 | $237K | Hold |
2,207
| – | – | 0.07% | 83 |
|
|
2023
Q1 | $242K | Hold |
2,207
| – | – | 0.08% | 80 |
|
|
2022
Q4 | $243K | Buy |
+2,207
| New | +$243K | 0.09% | 78 |
|
|
2022
Q1 | – | Sell |
-5,056
| Closed | -$309K | – | 120 |
|
|
2021
Q4 | $309K | Hold |
5,056
| – | – | 0.07% | 91 |
|
|
2021
Q3 | $297K | Hold |
5,056
| – | – | 0.08% | 86 |
|
|
2021
Q2 | $319K | Buy |
5,056
+246
| +5% | +$15.5K | 0.08% | 83 |
|
|
2021
Q1 | $269K | Buy |
+4,810
| New | +$269K | 0.08% | 83 |
|
|
2020
Q4 | – | Sell |
-7,152
| Closed | -$246K | – | 91 |
|
|
2020
Q3 | $246K | Buy |
+7,152
| New | +$246K | 0.09% | 73 |
|