Barrett & Company’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 | $1.7M | Buy |
15,791
+1,159
| +8% | +$125K | 0.64% | 30 |
|
|
2025
Q1 | $1.74M | Buy |
14,632
+1
| +0% | +$119 | 0.75% | 28 |
|
|
2024
Q4 | $1.57M | Buy |
14,631
+31
| +0.2% | +$3.34K | 0.66% | 31 |
|
|
2024
Q3 | $1.71M | Sell |
14,600
-32
| -0.2% | -$3.75K | 0.74% | 30 |
|
|
2024
Q2 | $1.68M | Buy |
14,632
+1
| +0% | +$115 | 0.76% | 26 |
|
|
2024
Q1 | $1.7M | Sell |
14,631
-99
| -0.7% | -$11.5K | 0.8% | 25 |
|
|
2023
Q4 | $1.47M | Buy |
14,730
+2
| +0% | +$200 | 0.8% | 27 |
|
|
2023
Q3 | $1.73M | Buy |
14,728
+34
| +0.2% | +$4K | 1.02% | 23 |
|
|
2023
Q2 | $1.58M | Buy |
14,694
+21
| +0.1% | +$2.25K | 0.91% | 24 |
|
|
2023
Q1 | $1.61M | Buy |
14,673
+126
| +0.9% | +$13.8K | 1.02% | 22 |
|
|
2022
Q4 | $1.6M | Hold |
14,547
| – | – | 1.06% | 24 |
|
|
2022
Q3 | $1.6M | Buy |
+14,547
| New | +$1.6M | 1.06% | 24 |
|