Cahill 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 | $1.31M | Sell |
12,115
-383
| -3% | -$41.3K | 0.16% | 95 |
|
|
2025
Q1 | $1.49M | Sell |
12,498
-106
| -0.8% | -$12.6K | 0.2% | 83 |
|
|
2024
Q4 | $1.36M | Buy |
12,604
+1,049
| +9% | +$113K | 0.18% | 91 |
|
|
2024
Q3 | $1.35M | Buy |
11,555
+7
| +0.1% | +$821 | 0.19% | 88 |
|
|
2024
Q2 | $1.33M | Sell |
11,548
-789
| -6% | -$90.8K | 0.18% | 100 |
|
|
2024
Q1 | $1.43M | Sell |
12,337
-16
| -0.1% | -$1.86K | 0.2% | 95 |
|
|
2023
Q4 | $1.24M | Sell |
12,353
-4,834
| -28% | -$483K | 0.18% | 103 |
|
|
2023
Q3 | $2.02M | Sell |
17,187
-658
| -4% | -$77.4K | 0.34% | 63 |
|
|
2023
Q2 | $1.91M | Buy |
17,845
+14,290
| +402% | +$1.53M | 0.31% | 68 |
|
|
2023
Q1 | $390K | Buy |
3,555
+282
| +9% | +$30.9K | 0.07% | 171 |
|
|
2022
Q4 | $361K | Buy |
3,273
+20
| +0.6% | +$2.21K | 0.07% | 174 |
|
|
2022
Q3 | $284K | Buy |
3,253
+226
| +7% | +$19.7K | 0.06% | 185 |
|
|
2022
Q2 | $260K | Sell |
3,027
-20,295
| -87% | -$1.74M | 0.06% | 187 |
|
|
2022
Q1 | $1.93M | Buy |
23,322
+566
| +2% | +$46.7K | 0.36% | 65 |
|
|
2021
Q4 | $1.39M | Buy |
22,756
+8,126
| +56% | +$497K | 0.27% | 85 |
|
|
2021
Q3 | $861K | Buy |
14,630
+10,764
| +278% | +$633K | 0.18% | 116 |
|
|
2021
Q2 | $244K | Buy |
3,866
+106
| +3% | +$6.69K | 0.05% | 189 |
|
|
2021
Q1 | $210K | Buy |
+3,760
| New | +$210K | 0.05% | 196 |
|
|
2020
Q3 | – | Sell |
-4,619
| Closed | -$207K | – | 172 |
|
|
2020
Q2 | $207K | Buy |
+4,619
| New | +$207K | 0.08% | 152 |
|
|
2020
Q1 | – | Sell |
-10,150
| Closed | -$709K | – | 164 |
|
|
2019
Q4 | $709K | Sell |
10,150
-128
| -1% | -$8.94K | 0.26% | 90 |
|
|
2019
Q3 | $726K | Sell |
10,278
-832
| -7% | -$58.8K | 0.28% | 87 |
|
|
2019
Q2 | $852K | Buy |
11,110
+26
| +0.2% | +$1.99K | 0.34% | 77 |
|
|
2019
Q1 | $896K | Buy |
11,084
+1,679
| +18% | +$136K | 0.37% | 72 |
|
|
2018
Q4 | $642K | Buy |
9,405
+1,074
| +13% | +$73.3K | 0.32% | 80 |
|
|
2018
Q3 | $709K | Sell |
8,331
-102
| -1% | -$8.68K | 0.31% | 79 |
|
|
2018
Q2 | $698K | Buy |
8,433
+4,064
| +93% | +$336K | 0.32% | 83 |
|
|
2018
Q1 | $326K | Buy |
+4,369
| New | +$326K | 0.16% | 120 |
|
|
2014
Q1 | – | Sell |
-2,372
| Closed | -$241K | – | 123 |
|
|
2013
Q4 | $241K | Buy |
+2,372
| New | +$241K | 0.21% | 95 |
|