Avalon Trust’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 | $339K | Buy |
3,147
+327
| +12% | +$35.3K | 0.02% | 110 |
|
|
2025
Q1 | $335K | Buy |
2,820
+1,573
| +126% | +$187K | 0.03% | 112 |
|
|
2024
Q4 | $134K | Hold |
1,247
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $146K | Sell |
1,247
-417
| -25% | -$48.9K | 0.01% | 141 |
|
|
2024
Q2 | $192K | Hold |
1,664
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $193K | Buy |
1,664
+825
| +98% | +$95.9K | 0.02% | 133 |
|
|
2023
Q4 | $83.9K | Sell |
839
-166
| -17% | -$16.6K | 0.01% | 175 |
|
|
2023
Q3 | $118K | Hold |
1,005
| – | – | 0.01% | 143 |
|
|
2023
Q2 | $108K | Sell |
1,005
-100
| -9% | -$10.7K | 0.01% | 156 |
|
|
2023
Q1 | $121K | Buy |
+1,105
| New | +$121K | 0.01% | 145 |
|