BFA
Brendel Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
17,112
-32,520
| -66% | -$3.51M | 1.03% | 46 |
|
|
2025
Q1 | $5.9M | Buy |
49,632
+1,534
| +3% | +$182K | 3.59% | 2 |
|
|
2024
Q4 | $5.17M | Sell |
48,098
-601
| -1% | -$64.7K | 3.13% | 2 |
|
|
2024
Q3 | $5.71M | Sell |
48,699
-874
| -2% | -$102K | 3.24% | 2 |
|
|
2024
Q2 | $5.71M | Sell |
49,573
-1,050
| -2% | -$121K | 3.63% | 2 |
|
|
2024
Q1 | $5.88M | Sell |
50,623
-77
| -0.2% | -$8.95K | 6.73% | 1 |
|
|
2023
Q4 | $5.07M | Buy |
50,700
+807
| +2% | +$80.7K | 3.32% | 2 |
|
|
2023
Q3 | $5.87M | Buy |
49,893
+799
| +2% | +$93.9K | 8.71% | 1 |
|
|
2023
Q2 | $5.27M | Sell |
49,094
-1,150
| -2% | -$123K | 7.92% | 1 |
|
|
2023
Q1 | $5.51M | Sell |
50,244
-5,251
| -9% | -$576K | 4.08% | 2 |
|
|
2022
Q4 | $6.12M | Sell |
55,495
-505
| -0.9% | -$55.7K | 12.27% | 1 |
|
|
2022
Q3 | $4.89M | Sell |
56,000
-8,815
| -14% | -$770K | 11.61% | 1 |
|
|
2022
Q2 | $5.55M | Sell |
64,815
-5,421
| -8% | -$464K | 4.83% | 2 |
|
|
2022
Q1 | $5.8M | Buy |
70,236
+21,907
| +45% | +$1.81M | 3.15% | 3 |
|
|
2021
Q4 | $2.96M | Buy |
48,329
+36
| +0.1% | +$2.2K | 1.53% | 27 |
|
|
2021
Q3 | $2.84M | Buy |
48,293
+28,258
| +141% | +$1.66M | 3.39% | 7 |
|
|
2021
Q2 | $1.26M | Sell |
20,035
-56,613
| -74% | -$3.57M | 0.7% | 44 |
|
|
2021
Q1 | $4.28M | Buy |
76,648
+55,588
| +264% | +$3.1M | 2.87% | 6 |
|
|
2020
Q4 | $868K | Sell |
21,060
-39
| -0.2% | -$1.61K | 0.59% | 43 |
|
|
2020
Q3 | $724K | Sell |
21,099
-398
| -2% | -$13.7K | 0.58% | 45 |
|
|
2020
Q2 | $961K | Hold |
21,497
| – | – | 0.83% | 42 |
|
|
2020
Q1 | $816K | Hold |
21,497
| – | – | 0.96% | 34 |
|
|
2019
Q4 | $1.5M | Hold |
21,497
| – | – | 1.28% | 33 |
|
|
2019
Q3 | $1.52M | Buy |
21,497
+275
| +1% | +$19.4K | 1.36% | 33 |
|
|
2019
Q2 | $1.63M | Sell |
21,222
-1,085
| -5% | -$83.1K | 1.57% | 31 |
|
|
2019
Q1 | $1.8M | Hold |
22,307
| – | – | 1.62% | 31 |
|
|
2018
Q4 | $1.52M | Buy |
+22,307
| New | +$1.52M | 1.75% | 24 |
|