Capital Planning Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $643K | Sell |
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|
2024
Q3 | $921K | Buy |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $774K | Sell |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $829K | Sell |
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|
2023
Q2 | $778K | Sell |
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $846K | Sell |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $646K | Sell |
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|
2020
Q1 | $564K | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.25M | Sell |
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|
2018
Q3 | $1.62M | Buy |
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|
2018
Q2 | $304K | Sell |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.7M | Buy |
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|
2017
Q3 | $1.65M | Buy |
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|
2017
Q2 | $1.61M | Sell |
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|
2017
Q1 | $1.78M | Buy |
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|
2016
Q4 | $1.69M | Sell |
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|
2016
Q3 | $2.33M | Buy |
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|
2016
Q2 | $2.49M | Sell |
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|
2016
Q1 | $2.24M | Sell |
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|
2015
Q4 | $2.36M | Sell |
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|
2015
Q3 | $2.45M | Sell |
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|
2015
Q2 | $3.3M | Sell |
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|
2015
Q1 | $3.49M | Buy |
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|
2014
Q4 | $3.63M | Buy |
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