Atlas 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 | $29.1K | Hold |
270
| – | – | ﹤0.01% | 683 |
|
|
2025
Q1 | $32.1K | Hold |
270
| – | – | ﹤0.01% | 678 |
|
|
2024
Q4 | $29K | Hold |
270
| – | – | ﹤0.01% | 679 |
|
|
2024
Q3 | $31.6K | Hold |
270
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $31.1K | Hold |
270
| – | – | ﹤0.01% | 644 |
|
|
2024
Q1 | $31.4K | Sell |
270
-80
| -23% | -$9.3K | ﹤0.01% | 627 |
|
|
2023
Q4 | $35K | Sell |
350
-200
| -36% | -$20K | 0.01% | 634 |
|
|
2023
Q3 | $64.7K | Sell |
550
-185
| -25% | -$21.8K | 0.01% | 510 |
|
|
2023
Q2 | $78.8K | Buy |
735
+385
| +110% | +$41.3K | 0.01% | 511 |
|
|
2023
Q1 | $38.4K | Sell |
350
-47
| -12% | -$5.15K | 0.01% | 602 |
|
|
2022
Q4 | $43.8K | Hold |
397
| – | – | 0.01% | 557 |
|
|
2022
Q3 | $34.7K | Sell |
397
-250
| -39% | -$21.8K | 0.01% | 581 |
|
|
2022
Q2 | $55.4K | Hold |
647
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $53.4K | Sell |
647
-190
| -23% | -$15.7K | 0.01% | 537 |
|
|
2021
Q4 | $51.2K | Buy |
837
+120
| +17% | +$7.34K | 0.01% | 531 |
|
|
2021
Q3 | $42.2K | Buy |
717
+182
| +34% | +$10.7K | 0.01% | 535 |
|
|
2021
Q2 | $33.7K | Buy |
535
+42
| +9% | +$2.65K | 0.01% | 581 |
|
|
2021
Q1 | $27.5K | Buy |
493
+250
| +103% | +$14K | 0.01% | 555 |
|
|
2020
Q4 | $10K | Buy |
+243
| New | +$10K | ﹤0.01% | 591 |
|
|
2020
Q3 | – | Sell |
-243
| Closed | -$10.9K | – | 606 |
|
|
2020
Q2 | $10.9K | Sell |
243
-464
| -66% | -$20.8K | ﹤0.01% | 602 |
|
|
2020
Q1 | $26.8K | Sell |
707
-299
| -30% | -$11.4K | 0.01% | 491 |
|
|
2019
Q4 | $70.3K | Hold |
1,006
| – | – | 0.02% | 433 |
|
|
2019
Q3 | $71.1K | Buy |
1,006
+150
| +18% | +$10.6K | 0.02% | 427 |
|
|
2019
Q2 | $65.7K | Buy |
856
+523
| +157% | +$40.1K | 0.02% | 445 |
|
|
2019
Q1 | $26.9K | Buy |
333
+161
| +94% | +$13K | 0.01% | 462 |
|
|
2018
Q4 | $11.7K | Hold |
172
| – | – | ﹤0.01% | 495 |
|
|
2018
Q3 | $14.8K | Sell |
172
-1,179
| -87% | -$102K | ﹤0.01% | 484 |
|
|
2018
Q2 | $111K | Sell |
1,351
-247
| -15% | -$20.3K | 0.04% | 327 |
|
|
2018
Q1 | $119K | Buy |
+1,598
| New | +$119K | 0.04% | 325 |
|