Buttonwood Financial Advisors’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 | $3.05M | Buy |
28,337
+876
| +3% | +$94.4K | 1.23% | 21 |
|
|
2025
Q1 | $3.27M | Sell |
27,461
-40
| -0.1% | -$4.76K | 1.44% | 20 |
|
|
2024
Q4 | $2.96M | Sell |
27,501
-506
| -2% | -$54.4K | 1.3% | 23 |
|
|
2024
Q3 | $3.28M | Sell |
28,007
-347
| -1% | -$40.7K | 1.43% | 21 |
|
|
2024
Q2 | $3.26M | Buy |
28,354
+178
| +0.6% | +$20.5K | 1.54% | 20 |
|
|
2024
Q1 | $3.28M | Buy |
28,176
+3,254
| +13% | +$378K | 1.54% | 19 |
|
|
2023
Q4 | $2.49M | Buy |
24,922
+244
| +1% | +$24.4K | 1.36% | 22 |
|
|
2023
Q3 | $2.9M | Buy |
24,678
+312
| +1% | +$36.7K | 1.84% | 14 |
|
|
2023
Q2 | $2.61M | Buy |
24,366
+191
| +0.8% | +$20.5K | 1.64% | 15 |
|
|
2023
Q1 | $2.65M | Sell |
24,175
-38
| -0.2% | -$4.17K | 2.06% | 12 |
|
|
2022
Q4 | $2.67M | Sell |
24,213
-44
| -0.2% | -$4.85K | 2.25% | 10 |
|
|
2022
Q3 | $2.47M | Buy |
24,257
+586
| +2% | +$59.7K | 2.23% | 8 |
|
|
2022
Q2 | $2.03M | Buy |
23,671
+1,739
| +8% | +$149K | 1.83% | 13 |
|
|
2022
Q1 | $1.81M | Sell |
21,932
-130
| -0.6% | -$10.7K | 1.63% | 20 |
|
|
2021
Q4 | $1.35M | Buy |
+22,062
| New | +$1.35M | 1.32% | 26 |
|