Burkett Financial Services’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 | $216K | Buy |
2,004
+19
| +1% | +$2.05K | 0.08% | 51 |
|
|
2025
Q1 | $236K | Buy |
1,985
+17
| +0.9% | +$2.02K | 0.1% | 45 |
|
|
2024
Q4 | $212K | Buy |
1,968
+73
| +4% | +$7.85K | 0.09% | 47 |
|
|
2024
Q3 | $222K | Buy |
1,895
+5
| +0.3% | +$586 | 0.09% | 45 |
|
|
2024
Q2 | $218K | Buy |
1,890
+5
| +0.3% | +$575 | 0.11% | 41 |
|
|
2024
Q1 | $219K | Buy |
1,885
+5
| +0.3% | +$581 | 0.11% | 42 |
|
|
2023
Q4 | $188K | Buy |
+1,880
| New | +$188K | 0.1% | 44 |
|