Capital Advisory Group Advisory 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 | $720K | Buy |
6,682
+194
| +3% | +$20.9K | 0.26% | 86 |
|
|
2025
Q1 | $772K | Buy |
6,488
+260
| +4% | +$30.9K | 0.29% | 86 |
|
|
2024
Q4 | $670K | Buy |
6,228
+749
| +14% | +$80.6K | 0.24% | 92 |
|
|
2024
Q3 | $642K | Hold |
5,479
| – | – | 0.26% | 86 |
|
|
2024
Q2 | $631K | Buy |
5,479
+2,214
| +68% | +$255K | 0.27% | 84 |
|
|
2024
Q1 | $380K | Sell |
3,265
-50
| -2% | -$5.81K | 0.18% | 108 |
|
|
2023
Q4 | $331K | Buy |
3,315
+136
| +4% | +$13.6K | 0.18% | 105 |
|
|
2023
Q3 | $374K | Buy |
+3,179
| New | +$374K | 0.21% | 101 |
|
|
2023
Q2 | – | Sell |
-3,084
| Closed | -$338K | – | 148 |
|
|
2023
Q1 | $338K | Buy |
3,084
+242
| +9% | +$26.5K | 0.2% | 111 |
|
|
2022
Q4 | $313K | Sell |
2,842
-72
| -2% | -$7.94K | 0.21% | 101 |
|
|
2022
Q3 | $254K | Sell |
2,914
-684
| -19% | -$59.6K | 0.18% | 112 |
|
|
2022
Q2 | $306K | Buy |
3,598
+150
| +4% | +$12.8K | 0.18% | 107 |
|
|
2022
Q1 | $285K | Sell |
3,448
-1,836
| -35% | -$152K | 0.13% | 127 |
|
|
2021
Q4 | $323K | Sell |
5,284
-18,717
| -78% | -$1.14M | 0.14% | 122 |
|
|
2021
Q3 | $1.41M | Buy |
24,001
+17,778
| +286% | +$1.05M | 0.51% | 51 |
|
|
2021
Q2 | $393K | Buy |
6,223
+600
| +11% | +$37.9K | 0.14% | 132 |
|
|
2021
Q1 | $314K | Buy |
5,623
+1,937
| +53% | +$108K | 0.12% | 137 |
|
|
2020
Q4 | $152K | Buy |
3,686
+1,191
| +48% | +$49.1K | 0.06% | 197 |
|
|
2020
Q3 | $86K | Sell |
2,495
-1,548
| -38% | -$53.4K | 0.04% | 181 |
|
|
2020
Q2 | $181K | Buy |
4,043
+2,652
| +191% | +$119K | 0.1% | 134 |
|
|
2020
Q1 | $52K | Buy |
+1,391
| New | +$52K | 0.06% | 111 |
|
|
2019
Q4 | – | Sell |
-2,106
| Closed | -$146K | – | 430 |
|
|
2019
Q3 | $146K | Sell |
2,106
-125
| -6% | -$8.67K | 0.1% | 89 |
|
|
2019
Q2 | $172K | Sell |
2,231
-120
| -5% | -$9.25K | 0.11% | 84 |
|
|
2019
Q1 | $190K | Sell |
2,351
-5
| -0.2% | -$404 | 0.14% | 77 |
|
|
2018
Q4 | $161K | Sell |
2,356
-131
| -5% | -$8.95K | 0.13% | 80 |
|
|
2018
Q3 | $214K | Sell |
2,487
-46
| -2% | -$3.96K | 0.14% | 80 |
|
|
2018
Q2 | $211K | Buy |
2,533
+612
| +32% | +$51K | 0.15% | 74 |
|
|
2018
Q1 | $145K | Buy |
+1,921
| New | +$145K | 0.11% | 88 |
|