Atlas Wealth Partners’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 | $433K | Hold |
4,015
| – | – | 0.5% | 27 |
|
|
2025
Q1 | $478K | Hold |
4,015
| – | – | 0.59% | 25 |
|
|
2024
Q4 | $432K | Hold |
4,015
| – | – | 0.55% | 27 |
|
|
2024
Q3 | $471K | Hold |
4,015
| – | – | 0.72% | 23 |
|
|
2024
Q2 | $462K | Hold |
4,015
| – | – | 1.96% | 9 |
|
|
2024
Q1 | $466K | Hold |
4,015
| – | – | 2.53% | 6 |
|
|
2023
Q4 | $414K | Sell |
4,015
-25
| -0.6% | -$2.58K | 2.28% | 9 |
|
|
2023
Q3 | $426K | Buy |
4,040
+150
| +4% | +$15.8K | 2.45% | 8 |
|
|
2023
Q2 | $404K | Sell |
3,890
-200
| -5% | -$20.8K | 1.16% | 20 |
|
|
2023
Q1 | $477K | Hold |
4,090
| – | – | 3.32% | 6 |
|
|
2022
Q4 | $470K | Buy |
+4,090
| New | +$470K | 2.91% | 6 |
|