Bell Investment 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 | $538K | Buy |
4,995
+1,370
| +38% | +$148K | 0.09% | 71 |
|
|
2025
Q1 | $431K | Sell |
3,625
-43
| -1% | -$5.11K | 0.08% | 71 |
|
|
2024
Q4 | $395K | Sell |
3,668
-106
| -3% | -$11.4K | 0.07% | 72 |
|
|
2024
Q3 | $442K | Sell |
3,774
-305
| -7% | -$35.8K | 0.08% | 70 |
|
|
2024
Q2 | $470K | Buy |
4,079
+120
| +3% | +$13.8K | 0.09% | 68 |
|
|
2024
Q1 | $460K | Buy |
3,959
+95
| +2% | +$11K | 0.09% | 68 |
|
|
2023
Q4 | $386K | Buy |
3,864
+427
| +12% | +$42.7K | 0.08% | 73 |
|
|
2023
Q3 | $404K | Buy |
3,437
+2,049
| +148% | +$241K | 0.09% | 66 |
|
|
2023
Q2 | $149K | Buy |
1,388
+35
| +3% | +$3.75K | 0.03% | 91 |
|
|
2023
Q1 | $148K | Sell |
1,353
-50
| -4% | -$5.49K | 0.03% | 86 |
|
|
2022
Q4 | $155K | Buy |
1,403
+307
| +28% | +$33.9K | 0.04% | 88 |
|
|
2022
Q3 | $96K | Buy |
1,096
+142
| +15% | +$12.4K | 0.03% | 83 |
|
|
2022
Q2 | $82K | Buy |
+954
| New | +$82K | 0.03% | 99 |
|
|
2021
Q4 | $60K | Buy |
985
+218
| +28% | +$13.3K | 0.02% | 139 |
|
|
2021
Q3 | $45K | Buy |
+767
| New | +$45K | 0.01% | 160 |
|