Baron Silver Stevens 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 | $347K | Buy |
3,219
+1,152
| +56% | +$124K | 0.06% | 98 |
|
|
2025
Q1 | $246K | Buy |
2,067
+95
| +5% | +$11.3K | 0.04% | 105 |
|
|
2024
Q4 | $212K | Buy |
1,972
+210
| +12% | +$22.6K | 0.04% | 121 |
|
|
2024
Q3 | $207K | Buy |
+1,762
| New | +$207K | 0.04% | 118 |
|
|
2024
Q2 | – | Sell |
-2,050
| Closed | -$238K | – | 129 |
|
|
2024
Q1 | $238K | Buy |
+2,050
| New | +$238K | 0.05% | 111 |
|
|
2022
Q3 | – | Sell |
-2,781
| Closed | -$238K | – | 153 |
|
|
2022
Q2 | $238K | Buy |
+2,781
| New | +$238K | 0.06% | 90 |
|
|
2021
Q1 | – | Sell |
-2,208
| Closed | -$91K | – | 501 |
|
|
2020
Q4 | $91K | Buy |
+2,208
| New | +$91K | 0.03% | 100 |
|