American Capital Advisory’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 | $542K | Buy |
5,025
+39
| +0.8% | +$4.2K | 0.27% | 62 |
|
|
2025
Q1 | $593K | Buy |
4,986
+50
| +1% | +$5.95K | 0.32% | 56 |
|
|
2024
Q4 | $531K | Sell |
4,936
-290
| -6% | -$31.2K | 0.29% | 63 |
|
|
2024
Q3 | $613K | Sell |
5,226
-134
| -3% | -$15.7K | 0.36% | 56 |
|
|
2024
Q2 | $536K | Buy |
5,360
+2,127
| +66% | +$213K | 0.38% | 52 |
|
|
2024
Q1 | $355K | Sell |
3,233
-2,127
| -40% | -$233K | 0.31% | 65 |
|
|
2023
Q4 | $536K | Buy |
+5,360
| New | +$536K | 0.38% | 52 |
|