Arlington Financial 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 | $645K | Sell |
5,981
-4,300
| -42% | -$464K | 0.11% | 52 |
|
|
2025
Q1 | $1.22M | Buy |
10,281
+1,543
| +18% | +$184K | 0.21% | 55 |
|
|
2024
Q4 | $940K | Buy |
8,738
+2,685
| +44% | +$289K | 0.19% | 52 |
|
|
2024
Q3 | $710K | Buy |
6,053
+2,457
| +68% | +$288K | 0.15% | 48 |
|
|
2024
Q2 | $414K | Hold |
3,596
| – | – | 0.09% | 55 |
|
|
2024
Q1 | $418K | Sell |
3,596
-2,530
| -41% | -$294K | 0.09% | 59 |
|
|
2023
Q4 | $612K | Buy |
6,126
+2,624
| +75% | +$262K | 0.18% | 58 |
|
|
2023
Q3 | $412K | Sell |
3,502
-22
| -0.6% | -$2.59K | 0.15% | 50 |
|
|
2023
Q2 | $378K | Sell |
3,524
-20
| -0.6% | -$2.15K | 0.14% | 47 |
|
|
2023
Q1 | $389K | Buy |
3,544
+42
| +1% | +$4.61K | 0.15% | 48 |
|
|
2022
Q4 | $386K | Hold |
3,502
| – | – | 0.16% | 52 |
|
|
2022
Q3 | $306K | Sell |
3,502
-1,086
| -24% | -$94.9K | 0.16% | 43 |
|
|
2022
Q2 | $393K | Hold |
4,588
| – | – | 0.18% | 42 |
|
|
2022
Q1 | $379K | Hold |
4,588
| – | – | 0.14% | 45 |
|
|
2021
Q4 | $281K | Hold |
4,588
| – | – | 0.1% | 64 |
|
|
2021
Q3 | $270K | Sell |
4,588
-18,317
| -80% | -$1.08M | 0.11% | 52 |
|
|
2021
Q2 | $1.45M | Hold |
22,905
| – | – | 0.55% | 39 |
|
|
2021
Q1 | $1.28M | Hold |
22,905
| – | – | 0.52% | 38 |
|
|
2020
Q4 | $944K | Hold |
22,905
| – | – | 0.4% | 41 |
|
|
2020
Q3 | $786K | Sell |
22,905
-65
| -0.3% | -$2.23K | 0.4% | 42 |
|
|
2020
Q2 | $1.03M | Sell |
22,970
-555
| -2% | -$24.8K | 0.58% | 34 |
|
|
2020
Q1 | $893K | Buy |
23,525
+18,237
| +345% | +$692K | 0.64% | 33 |
|
|
2019
Q4 | $369K | Sell |
5,288
-27,463
| -84% | -$1.92M | 0.21% | 44 |
|
|
2019
Q3 | $2.31M | Buy |
32,751
+2,840
| +9% | +$201K | 1.32% | 26 |
|
|
2019
Q2 | $2.29M | Sell |
29,911
-519
| -2% | -$39.8K | 1.31% | 27 |
|
|
2019
Q1 | $2.46M | Buy |
30,430
+20
| +0.1% | +$1.62K | 1.4% | 24 |
|
|
2018
Q4 | $2.07M | Sell |
30,410
-300
| -1% | -$20.5K | 0.88% | 36 |
|
|
2018
Q3 | $2.48M | Sell |
30,710
-107
| -0.3% | -$8.66K | 1.49% | 21 |
|
|
2018
Q2 | $2.51M | Sell |
30,817
-690
| -2% | -$56.2K | 1.46% | 21 |
|
|
2018
Q1 | $2.44M | Buy |
31,507
+1,100
| +4% | +$85.3K | 1.6% | 18 |
|
|
2017
Q4 | $2.69M | Buy |
+30,407
| New | +$2.69M | 1.27% | 20 |
|