Barnes Pettey Financial 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 | $657K | Sell |
6,096
-27
| -0.4% | -$2.91K | 0.44% | 50 |
|
|
2025
Q1 | $728K | Sell |
6,123
-52
| -0.8% | -$6.18K | 0.57% | 40 |
|
|
2024
Q4 | $664K | Sell |
6,175
-355
| -5% | -$38.2K | 0.51% | 41 |
|
|
2024
Q3 | $765K | Buy |
6,530
+102
| +2% | +$12K | 0.61% | 37 |
|
|
2024
Q2 | $740K | Buy |
6,428
+875
| +16% | +$101K | 0.64% | 35 |
|
|
2024
Q1 | $645K | Sell |
5,553
-1,962
| -26% | -$228K | 0.56% | 37 |
|
|
2023
Q4 | $751K | Sell |
7,515
-110
| -1% | -$11K | 0.61% | 36 |
|
|
2023
Q3 | $897K | Sell |
7,625
-187
| -2% | -$22K | 0.82% | 29 |
|
|
2023
Q2 | $838K | Buy |
7,812
+52
| +0.7% | +$5.58K | 0.72% | 33 |
|
|
2023
Q1 | $851K | Sell |
7,760
-260
| -3% | -$28.5K | 0.81% | 30 |
|
|
2022
Q4 | $885K | Sell |
8,020
-208
| -3% | -$22.9K | 0.91% | 30 |
|
|
2022
Q3 | $718K | Buy |
8,228
+627
| +8% | +$54.7K | 0.98% | 28 |
|
|
2022
Q2 | $651K | Buy |
7,601
+140
| +2% | +$12K | 0.84% | 32 |
|
|
2022
Q1 | $616K | Hold |
7,461
| – | – | 0.75% | 35 |
|
|
2021
Q4 | $457K | Buy |
+7,461
| New | +$457K | 0.53% | 46 |
|