Cannon Financial Strategists’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 | $579K | Hold |
5,370
| – | – | 0.09% | 58 |
|
|
2025
Q1 | $639K | Hold |
5,370
| – | – | 0.11% | 54 |
|
|
2024
Q4 | $578K | Hold |
5,370
| – | – | 0.1% | 56 |
|
|
2024
Q3 | $629K | Hold |
5,370
| – | – | 0.11% | 58 |
|
|
2024
Q2 | $618K | Hold |
5,370
| – | – | 0.12% | 51 |
|
|
2024
Q1 | $624K | Buy |
5,370
+361
| +7% | +$42K | 0.12% | 52 |
|
|
2023
Q4 | $501K | Sell |
5,009
-13
| -0.3% | -$1.3K | 0.11% | 56 |
|
|
2023
Q3 | $590K | Buy |
5,022
+52
| +1% | +$6.11K | 0.15% | 50 |
|
|
2023
Q2 | $533K | Buy |
4,970
+700
| +16% | +$75.1K | 0.15% | 54 |
|
|
2023
Q1 | $468K | Hold |
4,270
| – | – | 0.16% | 47 |
|
|
2022
Q4 | $471K | Hold |
4,270
| – | – | 0.17% | 44 |
|
|
2022
Q3 | $373K | Hold |
4,270
| – | – | 0.15% | 51 |
|
|
2022
Q2 | $366K | Sell |
4,270
-100
| -2% | -$8.56K | 0.14% | 56 |
|
|
2022
Q1 | $361K | Hold |
4,370
| – | – | 0.13% | 49 |
|
|
2021
Q4 | $267K | Hold |
4,370
| – | – | 0.1% | 58 |
|
|
2021
Q3 | $257K | Buy |
4,370
+100
| +2% | +$5.88K | 0.1% | 59 |
|
|
2021
Q2 | $269K | Hold |
4,270
| – | – | 0.11% | 55 |
|
|
2021
Q1 | $238K | Buy |
+4,270
| New | +$238K | 0.1% | 54 |
|
|
2020
Q3 | – | Sell |
-4,658
| Closed | -$208K | – | 56 |
|
|
2020
Q2 | $208K | Buy |
+4,658
| New | +$208K | 0.13% | 52 |
|
|
2020
Q1 | – | Sell |
-4,420
| Closed | -$308K | – | 53 |
|
|
2019
Q4 | $308K | Sell |
4,420
-500
| -10% | -$34.9K | 0.2% | 41 |
|
|
2019
Q3 | $347K | Buy |
4,920
+342
| +7% | +$24.1K | 0.27% | 38 |
|
|
2019
Q2 | $351K | Hold |
4,578
| – | – | 0.3% | 33 |
|
|
2019
Q1 | $370K | Buy |
+4,578
| New | +$370K | 0.33% | 34 |
|