Brown, Lisle/Cummings’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 | $3.31M | Buy |
30,743
+1,103
| +4% | +$119K | 0.88% | 31 |
|
|
2025
Q1 | $3.53M | Buy |
29,640
+1,283
| +5% | +$153K | 1.02% | 23 |
|
|
2024
Q4 | $3.05M | Buy |
28,357
+1,532
| +6% | +$165K | 0.91% | 26 |
|
|
2024
Q3 | $3.14M | Buy |
26,825
+3,296
| +14% | +$386K | 0.96% | 26 |
|
|
2024
Q2 | $2.71M | Buy |
23,529
+273
| +1% | +$31.4K | 0.88% | 28 |
|
|
2024
Q1 | $2.7M | Buy |
23,256
+322
| +1% | +$37.4K | 0.92% | 26 |
|
|
2023
Q4 | $2.29M | Buy |
22,934
+8,572
| +60% | +$857K | 0.85% | 29 |
|
|
2023
Q3 | $1.69M | Buy |
14,362
+928
| +7% | +$109K | 0.76% | 35 |
|
|
2023
Q2 | $1.44M | Sell |
13,434
-222
| -2% | -$23.8K | 0.64% | 42 |
|
|
2023
Q1 | $1.5M | Sell |
13,656
-319
| -2% | -$35K | 0.76% | 35 |
|
|
2022
Q4 | $1.54M | Buy |
13,975
+281
| +2% | +$31K | 0.83% | 35 |
|
|
2022
Q3 | $1.2M | Sell |
13,694
-97
| -0.7% | -$8.47K | 0.7% | 40 |
|
|
2022
Q2 | $1.18M | Sell |
13,791
-769
| -5% | -$65.9K | 0.65% | 41 |
|
|
2022
Q1 | $1.2M | Sell |
14,560
-201
| -1% | -$16.6K | 0.58% | 45 |
|
|
2021
Q4 | $903K | Buy |
+14,761
| New | +$903K | 0.45% | 59 |
|