BFA
Benedict Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
8,226
+8
| +0.1% | +$862 | 0.2% | 98 |
|
|
2025
Q1 | $977K | Sell |
8,218
-3
| -0% | -$357 | 0.23% | 95 |
|
|
2024
Q4 | $884K | Sell |
8,221
-262
| -3% | -$28.2K | 0.21% | 93 |
|
|
2024
Q3 | $994K | Sell |
8,483
-627
| -7% | -$73.5K | 0.23% | 95 |
|
|
2024
Q2 | $1.05M | Buy |
9,110
+965
| +12% | +$111K | 0.27% | 91 |
|
|
2024
Q1 | $947K | Buy |
8,145
+3,492
| +75% | +$406K | 0.24% | 94 |
|
|
2023
Q4 | $465K | Sell |
4,653
-247
| -5% | -$24.7K | 0.13% | 105 |
|
|
2023
Q3 | $576K | Buy |
4,900
+629
| +15% | +$74K | 0.17% | 100 |
|
|
2023
Q2 | $458K | Buy |
4,271
+26
| +0.6% | +$2.79K | 0.13% | 103 |
|
|
2023
Q1 | $465K | Buy |
4,245
+144
| +4% | +$15.8K | 0.13% | 102 |
|
|
2022
Q4 | $452K | Sell |
4,101
-931
| -19% | -$103K | 0.13% | 98 |
|
|
2022
Q3 | $439K | Sell |
5,032
-114
| -2% | -$9.95K | 0.14% | 102 |
|
|
2022
Q2 | $441K | Buy |
5,146
+1,019
| +25% | +$87.3K | 0.13% | 104 |
|
|
2022
Q1 | $341K | Buy |
4,127
+13
| +0.3% | +$1.07K | 0.09% | 108 |
|
|
2021
Q4 | $252K | Sell |
4,114
-154
| -4% | -$9.43K | 0.07% | 119 |
|
|
2021
Q3 | $251K | Sell |
4,268
-108
| -2% | -$6.35K | 0.07% | 116 |
|
|
2021
Q2 | $276K | Sell |
4,376
-31
| -0.7% | -$1.96K | 0.08% | 116 |
|
|
2021
Q1 | $246K | Buy |
+4,407
| New | +$246K | 0.07% | 119 |
|
|
2020
Q3 | – | Sell |
-20,723
| Closed | -$927K | – | 103 |
|
|
2020
Q2 | $927K | Sell |
20,723
-4,506
| -18% | -$202K | 0.38% | 75 |
|
|
2020
Q1 | $958K | Sell |
25,229
-2,543
| -9% | -$96.6K | 0.45% | 69 |
|
|
2019
Q4 | $1.94M | Sell |
27,772
-1,483
| -5% | -$103K | 0.76% | 48 |
|
|
2019
Q3 | $2.07M | Sell |
29,255
-1,560
| -5% | -$110K | 0.85% | 45 |
|
|
2019
Q2 | $2.36M | Sell |
30,815
-208
| -0.7% | -$15.9K | 0.98% | 42 |
|
|
2019
Q1 | $2.51M | Sell |
31,023
-91
| -0.3% | -$7.35K | 1.09% | 37 |
|
|
2018
Q4 | $2.12M | Sell |
31,114
-250
| -0.8% | -$17.1K | 1.05% | 39 |
|
|
2018
Q3 | $2.67M | Sell |
31,364
-358
| -1% | -$30.4K | 1.2% | 32 |
|
|
2018
Q2 | $2.62M | Buy |
31,722
+57
| +0.2% | +$4.72K | 1.3% | 30 |
|
|
2018
Q1 | $2.36M | Sell |
31,665
-681
| -2% | -$50.8K | 1.19% | 33 |
|
|
2017
Q4 | $2.71M | Sell |
32,346
-297
| -0.9% | -$24.8K | 1.3% | 30 |
|
|
2017
Q3 | $2.68M | Sell |
32,643
-101
| -0.3% | -$8.28K | 1.37% | 29 |
|
|
2017
Q2 | $2.62M | Buy |
32,744
+45
| +0.1% | +$3.61K | 1.37% | 29 |
|
|
2017
Q1 | $2.68M | Buy |
32,699
+651
| +2% | +$53.4K | 1.46% | 28 |
|
|
2016
Q4 | $2.89M | Sell |
32,048
-357
| -1% | -$32.2K | 1.67% | 24 |
|
|
2016
Q3 | $2.82M | Buy |
32,405
+520
| +2% | +$45.3K | 1.65% | 23 |
|
|
2016
Q2 | $2.99M | Buy |
31,885
+302
| +1% | +$28.3K | 1.75% | 21 |
|
|
2016
Q1 | $2.64M | Sell |
31,583
-24
| -0.1% | -$2.01K | 1.61% | 24 |
|
|
2015
Q4 | $2.46M | Buy |
31,607
+3,999
| +14% | +$312K | 1.56% | 25 |
|
|
2015
Q3 | $2.05M | Buy |
27,608
+3,451
| +14% | +$257K | 1.42% | 26 |
|
|
2015
Q2 | $1.96M | Buy |
24,157
+150
| +0.6% | +$12.2K | 1.28% | 30 |
|
|
2015
Q1 | $2.05M | Buy |
24,007
+473
| +2% | +$40.4K | 1.32% | 31 |
|
|
2014
Q4 | $2.15M | Buy |
+23,534
| New | +$2.15M | 1.41% | 28 |
|