Annis Gardner Whiting Capital 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 | $1.09M | Buy |
10,071
+794
| +9% | +$85.6K | 0.38% | 57 |
|
|
2025
Q1 | $1.1M | Buy |
9,277
+86
| +0.9% | +$10.2K | 0.47% | 46 |
|
|
2024
Q4 | $989K | Sell |
9,191
-103
| -1% | -$11.1K | 0.28% | 69 |
|
|
2024
Q3 | $1.09M | Sell |
9,294
-5
| -0.1% | -$586 | 0.31% | 59 |
|
|
2024
Q2 | $1.07M | Buy |
9,299
+562
| +6% | +$64.7K | 0.3% | 59 |
|
|
2024
Q1 | $1.02M | Buy |
8,737
+4,345
| +99% | +$505K | 0.36% | 48 |
|
|
2023
Q4 | $439K | Sell |
4,392
-82
| -2% | -$8.2K | 0.19% | 97 |
|
|
2023
Q3 | $526K | Buy |
+4,474
| New | +$526K | 0.28% | 65 |
|