Ascent Group’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 | $8.47M | Sell |
78,557
-19,972
| -20% | -$2.15M | 0.33% | 72 |
|
|
2025
Q1 | $11.7M | Buy |
98,529
+39,245
| +66% | +$4.67M | 0.5% | 50 |
|
|
2024
Q4 | $6.38M | Sell |
59,284
-1,367
| -2% | -$147K | 0.48% | 42 |
|
|
2024
Q3 | $7.11M | Sell |
60,651
-12,057
| -17% | -$1.41M | 0.54% | 40 |
|
|
2024
Q2 | $8.37M | Buy |
72,708
+29,109
| +67% | +$3.35M | 0.68% | 26 |
|
|
2024
Q1 | $5.07M | Buy |
43,599
+14,871
| +52% | +$1.73M | 0.45% | 51 |
|
|
2023
Q4 | $2.96M | Sell |
28,728
-383
| -1% | -$39.5K | 0.28% | 88 |
|
|
2023
Q3 | $3M | Buy |
29,111
+11,795
| +68% | +$1.21M | 0.33% | 74 |
|
|
2023
Q2 | $1.87M | Sell |
17,316
-14,089
| -45% | -$1.52M | 0.21% | 148 |
|
|
2023
Q1 | $3.44M | Buy |
31,405
+12
| +0% | +$1.32K | 0.37% | 63 |
|
|
2022
Q4 | $3.46M | Buy |
31,393
+9,504
| +43% | +$1.05M | 0.41% | 57 |
|
|
2022
Q3 | $2.43M | Buy |
21,889
+11,206
| +105% | +$1.24M | 0.3% | 94 |
|
|
2022
Q2 | $1.04M | Buy |
10,683
+1,378
| +15% | +$134K | 0.12% | 205 |
|
|
2022
Q1 | $768K | Buy |
9,305
+1,106
| +13% | +$91.3K | 0.09% | 249 |
|
|
2021
Q4 | $592K | Buy |
+8,199
| New | +$592K | 0.08% | 274 |
|