Atticus Wealth Management’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 | $644K | Buy |
5,972
+2,933
| +97% | +$316K | 0.17% | 75 |
|
|
2025
Q1 | $361K | Hold |
3,039
| – | – | 0.12% | 87 |
|
|
2024
Q4 | $327K | Hold |
3,039
| – | – | 0.1% | 91 |
|
|
2024
Q3 | $356K | Hold |
3,039
| – | – | 0.11% | 83 |
|
|
2024
Q2 | $350K | Buy |
3,039
+175
| +6% | +$20.1K | 0.11% | 81 |
|
|
2024
Q1 | $333K | Sell |
2,864
-1,150
| -29% | -$134K | 0.11% | 87 |
|
|
2023
Q4 | $401K | Hold |
4,014
| – | – | 0.14% | 83 |
|
|
2023
Q3 | $472K | Hold |
4,014
| – | – | 0.18% | 73 |
|
|
2023
Q2 | $431K | Hold |
4,014
| – | – | 0.16% | 86 |
|
|
2023
Q1 | $440K | Hold |
4,014
| – | – | 0.17% | 82 |
|
|
2022
Q4 | $443K | Buy |
4,014
+166
| +4% | +$18.3K | 0.18% | 79 |
|
|
2022
Q3 | $330K | Hold |
3,848
| – | – | 0.16% | 87 |
|
|
2022
Q2 | $330K | Buy |
3,848
+80
| +2% | +$6.86K | 0.14% | 101 |
|
|
2022
Q1 | $311K | Buy |
3,768
+1,000
| +36% | +$82.5K | 0.11% | 110 |
|
|
2021
Q4 | $169K | Hold |
2,768
| – | – | 0.07% | 136 |
|
|
2021
Q3 | $163K | Hold |
2,768
| – | – | 0.07% | 116 |
|
|
2021
Q2 | $175K | Hold |
2,768
| – | – | 0.08% | 123 |
|
|
2021
Q1 | $155K | Buy |
2,768
+1,000
| +57% | +$56K | 0.07% | 124 |
|
|
2020
Q4 | $73K | Sell |
1,768
-1,600
| -48% | -$66.1K | 0.04% | 178 |
|
|
2020
Q3 | $116K | Sell |
3,368
-283
| -8% | -$9.75K | 0.07% | 124 |
|
|
2020
Q2 | $163K | Sell |
3,651
-3,955
| -52% | -$177K | 0.11% | 96 |
|
|
2020
Q1 | $289K | Sell |
7,606
-3,634
| -32% | -$138K | 0.23% | 64 |
|
|
2019
Q4 | $784K | Buy |
+11,240
| New | +$784K | 0.5% | 42 |
|