Briaud Financial Planning’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 | $1.64M | Buy |
15,229
+171
| +1% | +$18.4K | 0.65% | 8 |
|
|
2025
Q1 | $1.79M | Hold |
15,058
| – | – | 0.71% | 8 |
|
|
2024
Q4 | $1.62M | Buy |
15,058
+1,036
| +7% | +$111K | 0.66% | 8 |
|
|
2024
Q3 | $1.64M | Buy |
14,022
+475
| +4% | +$55.7K | 0.85% | 7 |
|
|
2024
Q2 | $1.56M | Buy |
13,547
+1,319
| +11% | +$152K | 0.9% | 7 |
|
|
2024
Q1 | $1.42M | Sell |
12,228
-57
| -0.5% | -$6.63K | 0.81% | 7 |
|
|
2023
Q4 | $1.23M | Buy |
12,285
+266
| +2% | +$26.6K | 1.05% | 6 |
|
|
2023
Q3 | $1.41M | Hold |
12,019
| – | – | 1.14% | 7 |
|
|
2023
Q2 | $1.29M | Buy |
12,019
+58
| +0.5% | +$6.22K | 1.22% | 7 |
|
|
2023
Q1 | $1.31M | Buy |
11,961
+4,593
| +62% | +$503K | 1.24% | 6 |
|
|
2022
Q4 | $812K | Buy |
7,368
+37
| +0.5% | +$4.08K | 0.66% | 10 |
|
|
2022
Q3 | $811K | Buy |
7,331
+4,075
| +125% | +$451K | 0.72% | 11 |
|
|
2022
Q2 | $278K | Hold |
3,256
| – | – | 0.18% | 17 |
|
|
2022
Q1 | $268K | Sell |
3,256
-300
| -8% | -$24.7K | 0.15% | 20 |
|
|
2021
Q4 | $217K | Sell |
3,556
-4,278
| -55% | -$261K | 0.12% | 25 |
|
|
2021
Q3 | $460K | Buy |
7,834
+1,643
| +27% | +$96.5K | 0.3% | 12 |
|
|
2021
Q2 | $390K | Sell |
6,191
-2,383
| -28% | -$150K | 0.26% | 14 |
|
|
2021
Q1 | $479K | Sell |
8,574
-3,159
| -27% | -$176K | 0.35% | 12 |
|
|
2020
Q4 | $483 | Sell |
11,733
-4,475
| -28% | -$184 | 0.31% | 12 |
|
|
2020
Q3 | $556K | Buy |
16,208
+1,288
| +9% | +$44.2K | 0.4% | 10 |
|
|
2020
Q2 | $667K | Buy |
14,920
+94
| +0.6% | +$4.2K | 0.51% | 7 |
|
|
2020
Q1 | $563K | Sell |
14,826
-8,578
| -37% | -$326K | 0.81% | 7 |
|
|
2019
Q4 | $1.63M | Buy |
+23,404
| New | +$1.63M | 1.66% | 8 |
|