Capital Analysts LLC’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
$1.57M Buy
14,527
+344
+2% +$37.1K 0.05% 235
2025
Q1
$1.69M Sell
14,183
-1,168
-8% -$139K 0.06% 208
2024
Q4
$1.65M Buy
15,351
+3,497
+30% +$376K 0.07% 200
2024
Q3
$1.39M Buy
11,854
+1,339
+13% +$157K 0.06% 213
2024
Q2
$1.21M Buy
10,515
+1,766
+20% +$203K 0.05% 226
2024
Q1
$1.02M Buy
8,749
+367
+4% +$42.7K 0.05% 239
2023
Q4
$838K Sell
8,382
-606
-7% -$60.6K 0.04% 248
2023
Q3
$1.06M Buy
8,988
+180
+2% +$21.2K 0.06% 215
2023
Q2
$945K Buy
8,808
+1,750
+25% +$188K 0.05% 226
2023
Q1
$774K Sell
7,058
-1,404
-17% -$154K 0.04% 247
2022
Q4
$933K Sell
8,462
-825
-9% -$91K 0.06% 219
2022
Q3
$811K Buy
9,287
+277
+3% +$24.2K 0.06% 226
2022
Q2
$771K Sell
9,010
-497
-5% -$42.5K 0.05% 232
2022
Q1
$785K Buy
9,507
+181
+2% +$14.9K 0.05% 236
2021
Q4
$571K Buy
9,326
+6
+0.1% +$367 0.03% 256
2021
Q3
$549K Buy
9,320
+1,211
+15% +$71.3K 0.04% 252
2021
Q2
$512K Sell
8,109
-569
-7% -$35.9K 0.03% 254
2021
Q1
$484K Buy
8,678
+3,639
+72% +$203K 0.03% 252
2020
Q4
$208K Sell
5,039
-779
-13% -$32.2K 0.02% 239
2020
Q3
$200K Buy
5,818
+992
+21% +$34.1K 0.02% 246
2020
Q2
$216K Sell
4,826
-189
-4% -$8.46K 0.02% 215
2020
Q1
$190K Sell
5,015
-116
-2% -$4.4K 0.02% 215
2019
Q4
$358K Sell
5,131
-122
-2% -$8.51K 0.04% 202
2019
Q3
$370K Sell
5,253
-304
-5% -$21.4K 0.04% 190
2019
Q2
$426K Buy
5,557
+395
+8% +$30.3K 0.05% 185
2019
Q1
$417K Sell
5,162
-850
-14% -$68.7K 0.05% 181
2018
Q4
$410K Sell
6,012
-75
-1% -$5.12K 0.05% 166
2018
Q3
$518K Sell
6,087
-1,998
-25% -$170K 0.06% 164
2018
Q2
$669K Buy
8,085
+3,203
+66% +$265K 0.08% 157
2018
Q1
$364K Buy
4,882
+1,053
+28% +$78.5K 0.05% 167
2017
Q4
$320K Sell
3,829
-475
-11% -$39.7K 0.04% 173
2017
Q3
$353K Buy
4,304
+244
+6% +$20K 0.05% 164
2017
Q2
$328K Hold
4,060
0.05% 171
2017
Q1
$333K Buy
4,060
+295
+8% +$24.2K 0.05% 157
2016
Q4
$340K Sell
3,765
-9,573
-72% -$864K 0.06% 165
2016
Q3
$1.16M Buy
13,338
+1,956
+17% +$171K 0.22% 85
2016
Q2
$1.07M Buy
11,382
+29
+0.3% +$2.72K 0.21% 86
2016
Q1
$949K Buy
11,353
+8,687
+326% +$726K 0.19% 95
2015
Q4
$208K Sell
2,666
-707
-21% -$55.1K 0.04% 173
2015
Q3
$251K Buy
3,373
+1,757
+109% +$131K 0.05% 171
2015
Q2
$135K Sell
1,616
-24,756
-94% -$2.06M 0.03% 191
2015
Q1
$2.24M Sell
26,372
-7,987
-23% -$679K 0.47% 53
2014
Q4
$3.18M Buy
34,359
+2,291
+7% +$212K 0.7% 26
2014
Q3
$3.02M Buy
32,068
+1,627
+5% +$153K 0.71% 29
2014
Q2
$3.06M Buy
30,441
+1,774
+6% +$179K 0.75% 26
2014
Q1
$2.8M Buy
28,667
+374
+1% +$36.5K 0.73% 28
2013
Q4
$2.86M Sell
28,293
-346
-1% -$35K 0.78% 25
2013
Q3
$2.46M Sell
28,639
-4,071
-12% -$350K 0.74% 30
2013
Q2
$2.96M Buy
+32,710
New +$2.96M 0.93% 19