Brio Consultants’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 | $226K | Sell |
2,100
-9
| -0.4% | -$970 | 0.03% | 121 |
|
|
2025
Q1 | $251K | Buy |
2,109
+12
| +0.6% | +$1.43K | 0.04% | 102 |
|
|
2024
Q4 | $226K | Sell |
2,097
-6
| -0.3% | -$645 | 0.04% | 103 |
|
|
2024
Q3 | $247K | Sell |
2,103
-181
| -8% | -$21.2K | 0.04% | 97 |
|
|
2024
Q2 | $263K | Buy |
2,284
+218
| +11% | +$25.1K | 0.04% | 90 |
|
|
2024
Q1 | $240K | Buy |
2,066
+2
| +0.1% | +$233 | 0.04% | 91 |
|
|
2023
Q4 | $206K | Sell |
2,064
-30
| -1% | -$3K | 0.04% | 98 |
|
|
2023
Q3 | $246K | Buy |
2,094
+3
| +0.1% | +$353 | 0.05% | 83 |
|
|
2023
Q2 | $224K | Sell |
2,091
-1
| -0% | -$107 | 0.04% | 90 |
|
|
2023
Q1 | $229K | Buy |
+2,092
| New | +$229K | 0.04% | 87 |
|