Avidian Wealth Enterprises’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 | $21.6M | Sell |
200,571
-4,222
| -2% | -$455K | 0.88% | 24 |
|
|
2025
Q1 | $24.4M | Sell |
204,793
-438
| -0.2% | -$52.1K | 1.08% | 20 |
|
|
2024
Q4 | $22.1M | Buy |
205,231
+7,336
| +4% | +$789K | 0.99% | 20 |
|
|
2024
Q3 | $23.2M | Buy |
197,895
+8,543
| +5% | +$1M | 1.05% | 19 |
|
|
2024
Q2 | $21.8M | Buy |
189,352
+47,961
| +34% | +$5.52M | 0.91% | 19 |
|
|
2024
Q1 | $16.4M | Sell |
141,391
-913
| -0.6% | -$106K | 0.8% | 22 |
|
|
2023
Q4 | $14.2M | Buy |
142,304
+11,870
| +9% | +$1.19M | 0.88% | 24 |
|
|
2023
Q3 | $15.3M | Sell |
130,434
-22,884
| -15% | -$2.69M | 1.08% | 19 |
|
|
2023
Q2 | $16.4M | Sell |
153,318
-61,975
| -29% | -$6.65M | 1.08% | 17 |
|
|
2023
Q1 | $23.6M | Buy |
215,293
+18,770
| +10% | +$2.06M | 1.3% | 15 |
|
|
2022
Q4 | $21.7M | Sell |
196,523
-807
| -0.4% | -$89K | 1.41% | 14 |
|
|
2022
Q3 | $17.2M | Sell |
197,330
-10,647
| -5% | -$930K | 1.25% | 20 |
|
|
2022
Q2 | $17.8M | Sell |
207,977
-1,554
| -0.7% | -$133K | 1.26% | 16 |
|
|
2022
Q1 | $17.3M | Sell |
209,531
-10,222
| -5% | -$844K | 1.06% | 19 |
|
|
2021
Q4 | $13.4M | Sell |
219,753
-2,389
| -1% | -$146K | 0.84% | 26 |
|
|
2021
Q3 | $13.1M | Sell |
222,142
-8,295
| -4% | -$488K | 1% | 22 |
|
|
2021
Q2 | $14.5M | Buy |
230,437
+18,894
| +9% | +$1.19M | 1.12% | 21 |
|
|
2021
Q1 | $11.8M | Buy |
211,543
+14,527
| +7% | +$811K | 1.01% | 24 |
|
|
2020
Q4 | $8.12M | Sell |
197,016
-3,065
| -2% | -$126K | 0.77% | 35 |
|
|
2020
Q3 | $6.87M | Buy |
200,081
+38,445
| +24% | +$1.32M | 0.78% | 31 |
|
|
2020
Q2 | $7.23M | Buy |
161,636
+27,769
| +21% | +$1.24M | 0.98% | 23 |
|
|
2020
Q1 | $5.08M | Buy |
133,867
+13,189
| +11% | +$501K | 0.82% | 27 |
|
|
2019
Q4 | $8.42M | Buy |
120,678
+15,211
| +14% | +$1.06M | 1.2% | 18 |
|
|
2019
Q3 | $7.45M | Buy |
105,467
+10,017
| +10% | +$707K | 1.23% | 19 |
|
|
2019
Q2 | $7.31M | Buy |
95,450
+13,686
| +17% | +$1.05M | 1.73% | 13 |
|
|
2019
Q1 | $6.61M | Buy |
81,764
+5,593
| +7% | +$452K | 1.47% | 16 |
|
|
2018
Q4 | $5.19M | Buy |
76,171
+10,757
| +16% | +$734K | 1.81% | 16 |
|
|
2018
Q3 | $5.56M | Buy |
65,414
+9,789
| +18% | +$832K | 1.74% | 15 |
|
|
2018
Q2 | $4.6M | Sell |
55,625
-2,339
| -4% | -$194K | 1.45% | 16 |
|
|
2018
Q1 | $4.33M | Buy |
57,964
+7,206
| +14% | +$538K | 1.45% | 15 |
|
|
2017
Q4 | $4.25K | Buy |
50,758
+4,721
| +10% | +$395 | 1.14% | 15 |
|
|
2017
Q3 | $3.77M | Buy |
46,037
+3
| +0% | +$246 | 1.44% | 13 |
|
|
2017
Q2 | $3.72M | Sell |
46,034
-2,242
| -5% | -$181K | 1.54% | 11 |
|
|
2017
Q1 | $3.96M | Sell |
48,276
-44
| -0.1% | -$3.61K | 1.52% | 13 |
|
|
2016
Q4 | $4.36M | Buy |
48,320
+4,976
| +11% | +$449K | 1.9% | 14 |
|
|
2016
Q3 | $3.78M | Buy |
43,344
+409
| +1% | +$35.7K | 1.53% | 15 |
|
|
2016
Q2 | $4.03K | Sell |
42,935
-1,551
| -3% | -$145 | 1.46% | 17 |
|
|
2016
Q1 | $3.72M | Sell |
44,486
-11,056
| -20% | -$924K | 1.99% | 13 |
|
|
2015
Q4 | $4.33M | Buy |
55,542
+5,970
| +12% | +$465K | 2.11% | 10 |
|
|
2015
Q3 | $3.69M | Sell |
49,572
-2,649
| -5% | -$197K | 2.3% | 8 |
|
|
2015
Q2 | $4.35M | Sell |
52,221
-1,688
| -3% | -$140K | 1.81% | 12 |
|
|
2015
Q1 | $4.58M | Buy |
53,909
+9,899
| +22% | +$841K | 1.94% | 11 |
|
|
2014
Q4 | $4.07M | Sell |
44,010
-10,532
| -19% | -$974K | 1.68% | 12 |
|
|
2014
Q3 | $5.13M | Sell |
54,542
-1,385
| -2% | -$130K | 2.01% | 14 |
|
|
2014
Q2 | $5.63M | Buy |
+55,927
| New | +$5.63M | 2.07% | 14 |
|
|
2014
Q1 | – | Sell |
-25,860
| Closed | -$2.32M | – | 26 |
|
|
2013
Q4 | $2.32M | Buy |
+25,860
| New | +$2.32M | 2.13% | 12 |
|