Apella Capital’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 | $2.87M | Buy |
25,851
+1,081
| +4% | +$120K | 0.08% | 143 |
|
|
2025
Q1 | $2.62M | Buy |
24,770
+6,400
| +35% | +$677K | 0.09% | 118 |
|
|
2024
Q4 | $1.98M | Sell |
18,370
-1,089
| -6% | -$117K | 0.08% | 118 |
|
|
2024
Q3 | $2.36M | Buy |
19,459
+2,787
| +17% | +$339K | 0.1% | 94 |
|
|
2024
Q2 | $1.85M | Buy |
16,672
+5,845
| +54% | +$648K | 0.08% | 104 |
|
|
2024
Q1 | $1.31M | Buy |
10,827
+587
| +6% | +$71.1K | 0.07% | 123 |
|
|
2023
Q4 | $1.05M | Buy |
10,240
+187
| +2% | +$19.1K | 0.06% | 132 |
|
|
2023
Q3 | $1.18M | Sell |
10,053
-1,093
| -10% | -$129K | 0.08% | 104 |
|
|
2023
Q2 | $1.2M | Buy |
+11,146
| New | +$1.2M | 0.09% | 107 |
|
|
2022
Q4 | $893K | Buy |
8,092
+684
| +9% | +$75.4K | 0.08% | 116 |
|
|
2022
Q3 | $647K | Buy |
7,408
+709
| +11% | +$61.9K | 0.08% | 117 |
|
|
2022
Q2 | $574K | Buy |
6,699
+2,373
| +55% | +$203K | 0.07% | 126 |
|
|
2022
Q1 | $357K | Buy |
+4,326
| New | +$357K | 0.05% | 150 |
|
|
2021
Q3 | – | Sell |
-3,364
| Closed | -$212K | – | 215 |
|
|
2021
Q2 | $212K | Sell |
3,364
-365
| -10% | -$23K | 0.03% | 200 |
|
|
2021
Q1 | $208K | Buy |
+3,729
| New | +$208K | 0.07% | 126 |
|