Bruce G. Allen Investments’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 | $598K | Sell |
5,548
-99
| -2% | -$10.7K | 0.45% | 25 |
|
2025
Q1 | $672K | Sell |
5,647
-274
| -5% | -$32.6K | 0.53% | 21 |
|
2024
Q4 | $637K | Sell |
5,921
-83
| -1% | -$8.93K | 0.52% | 24 |
|
2024
Q3 | $704K | Sell |
6,004
-69
| -1% | -$8.09K | 0.55% | 24 |
|
2024
Q2 | $699K | Buy |
6,073
+686
| +13% | +$79K | 0.59% | 22 |
|
2024
Q1 | $626K | Sell |
5,387
-10
| -0.2% | -$1.16K | 0.51% | 28 |
|
2023
Q4 | $540K | Buy |
+5,397
| New | +$540K | 0.49% | 27 |
|