Capital Advisors Wealth Management’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 | $783K | Buy |
7,261
+179
| +3% | +$19.3K | 0.12% | 88 |
|
|
2025
Q1 | $842K | Buy |
7,082
+115
| +2% | +$13.7K | 0.15% | 75 |
|
|
2024
Q4 | $749K | Buy |
6,967
+241
| +4% | +$25.9K | 0.13% | 76 |
|
|
2024
Q3 | $788K | Buy |
6,726
+60
| +0.9% | +$7.03K | 0.15% | 75 |
|
|
2024
Q2 | $767K | Buy |
6,666
+898
| +16% | +$103K | 0.15% | 66 |
|
|
2024
Q1 | $670K | Buy |
5,768
+22
| +0.4% | +$2.56K | 0.14% | 72 |
|
|
2023
Q4 | $574K | Sell |
5,746
-628
| -10% | -$62.8K | 0.13% | 73 |
|
|
2023
Q3 | $749K | Buy |
6,374
+87
| +1% | +$10.2K | 0.2% | 63 |
|
|
2023
Q2 | $674K | Buy |
6,287
+386
| +7% | +$41.4K | 0.17% | 69 |
|
|
2023
Q1 | $647K | Buy |
5,901
+212
| +4% | +$23.2K | 0.18% | 69 |
|
|
2022
Q4 | $628K | Buy |
5,689
+844
| +17% | +$93.1K | 0.19% | 63 |
|
|
2022
Q3 | $423K | Buy |
4,845
+7
| +0.1% | +$611 | 0.14% | 78 |
|
|
2022
Q2 | $414K | Buy |
4,838
+547
| +13% | +$46.8K | 0.13% | 76 |
|
|
2022
Q1 | $354K | Buy |
+4,291
| New | +$354K | 0.11% | 86 |
|