Baron Financial Group’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 | $716K | Sell |
6,645
-25
| -0.4% | -$2.7K | 0.42% | 35 |
|
|
2025
Q1 | $793K | Hold |
6,670
| – | – | 0.5% | 33 |
|
|
2024
Q4 | $717K | Hold |
6,670
| – | – | 0.44% | 35 |
|
|
2024
Q3 | $782K | Hold |
6,670
| – | – | 0.48% | 34 |
|
|
2024
Q2 | $768K | Sell |
6,670
-750
| -10% | -$86.3K | 0.49% | 34 |
|
|
2024
Q1 | $863K | Hold |
7,420
| – | – | 0.53% | 34 |
|
|
2023
Q4 | $742K | Sell |
7,420
-100
| -1% | -$10K | 0.47% | 34 |
|
|
2023
Q3 | $884K | Hold |
7,520
| – | – | 0.57% | 34 |
|
|
2023
Q2 | $807K | Sell |
7,520
-74
| -1% | -$7.94K | 0.5% | 34 |
|
|
2023
Q1 | $833K | Buy |
7,594
+124
| +2% | +$13.6K | 0.53% | 35 |
|
|
2022
Q4 | $824K | Hold |
7,470
| – | – | 0.55% | 36 |
|
|
2022
Q3 | $652K | Sell |
7,470
-85
| -1% | -$7.42K | 0.44% | 37 |
|
|
2022
Q2 | $647K | Sell |
7,555
-100
| -1% | -$8.56K | 0.43% | 31 |
|
|
2022
Q1 | $632K | Buy |
7,655
+100
| +1% | +$8.26K | 0.37% | 32 |
|
|
2021
Q4 | $462K | Hold |
7,555
| – | – | 0.26% | 33 |
|
|
2021
Q3 | $444K | Sell |
7,555
-500
| -6% | -$29.4K | 0.27% | 35 |
|
|
2021
Q2 | $508K | Hold |
8,055
| – | – | 0.32% | 35 |
|
|
2021
Q1 | $450K | Sell |
8,055
-150
| -2% | -$8.38K | 0.31% | 35 |
|
|
2020
Q4 | $338K | Sell |
8,205
-100
| -1% | -$4.12K | 0.27% | 36 |
|
|
2020
Q3 | $285K | Buy |
+8,305
| New | +$285K | 0.27% | 35 |
|