Capstone Financial Advisors’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 | $1.41M | Sell |
13,114
-526
| -4% | -$56.7K | 0.08% | 53 |
|
|
2025
Q1 | $1.62M | Buy |
13,640
+803
| +6% | +$95.5K | 0.1% | 44 |
|
|
2024
Q4 | $1.38M | Buy |
12,837
+3
| +0% | +$323 | 0.09% | 47 |
|
|
2024
Q3 | $1.5M | Buy |
12,834
+41
| +0.3% | +$4.81K | 0.09% | 46 |
|
|
2024
Q2 | $1.47M | Buy |
12,793
+175
| +1% | +$20.1K | 0.1% | 41 |
|
|
2024
Q1 | $1.47M | Buy |
12,618
+40
| +0.3% | +$4.65K | 0.1% | 44 |
|
|
2023
Q4 | $1.26M | Sell |
12,578
-142
| -1% | -$14.2K | 0.09% | 44 |
|
|
2023
Q3 | $1.5M | Buy |
12,720
+127
| +1% | +$14.9K | 0.12% | 40 |
|
|
2023
Q2 | $1.35M | Buy |
12,593
+24
| +0.2% | +$2.57K | 0.1% | 44 |
|
|
2023
Q1 | $1.38M | Sell |
12,569
-77
| -0.6% | -$8.44K | 0.11% | 40 |
|
|
2022
Q4 | $1.39M | Buy |
12,646
+33
| +0.3% | +$3.64K | 0.12% | 42 |
|
|
2022
Q3 | $1.1M | Buy |
12,613
+46
| +0.4% | +$4.02K | 0.1% | 43 |
|
|
2022
Q2 | $1.08M | Sell |
12,567
-258
| -2% | -$22.1K | 0.09% | 49 |
|
|
2022
Q1 | $1.06M | Sell |
12,825
-186
| -1% | -$15.4K | 0.08% | 51 |
|
|
2021
Q4 | $796K | Sell |
13,011
-366
| -3% | -$22.4K | 0.06% | 54 |
|
|
2021
Q3 | $787K | Sell |
13,377
-992
| -7% | -$58.4K | 0.06% | 49 |
|
|
2021
Q2 | $906K | Buy |
14,369
+6,410
| +81% | +$404K | 0.07% | 42 |
|
|
2021
Q1 | $444K | Buy |
7,959
+120
| +2% | +$6.69K | 0.04% | 70 |
|
|
2020
Q4 | $323K | Sell |
7,839
-1,221
| -13% | -$50.3K | 0.03% | 76 |
|
|
2020
Q3 | $311K | Buy |
9,060
+3,330
| +58% | +$114K | 0.03% | 71 |
|
|
2020
Q2 | $256K | Buy |
5,730
+13
| +0.2% | +$581 | 0.03% | 77 |
|
|
2020
Q1 | $217K | Sell |
5,717
-2,005
| -26% | -$76.1K | 0.03% | 72 |
|
|
2019
Q4 | $539K | Sell |
7,722
-177
| -2% | -$12.4K | 0.08% | 41 |
|
|
2019
Q3 | $558K | Buy |
7,899
+3,975
| +101% | +$281K | 0.09% | 42 |
|
|
2019
Q2 | $301K | Buy |
3,924
+5
| +0.1% | +$384 | 0.05% | 62 |
|
|
2019
Q1 | $317K | Buy |
3,919
+4
| +0.1% | +$324 | 0.05% | 57 |
|
|
2018
Q4 | $267K | Sell |
3,915
-88
| -2% | -$6K | 0.05% | 64 |
|
|
2018
Q3 | $340K | Sell |
4,003
-144
| -3% | -$12.2K | 0.08% | 48 |
|
|
2018
Q2 | $343K | Buy |
4,147
+4
| +0.1% | +$331 | 0.1% | 47 |
|
|
2018
Q1 | $309K | Sell |
4,143
-116
| -3% | -$8.65K | 0.1% | 46 |
|
|
2017
Q4 | $356K | Buy |
4,259
+935
| +28% | +$78.2K | 0.13% | 45 |
|
|
2017
Q3 | $272K | Sell |
3,324
-52
| -2% | -$4.26K | 0.12% | 55 |
|
|
2017
Q2 | $273K | Buy |
3,376
+90
| +3% | +$7.28K | 0.13% | 52 |
|
|
2017
Q1 | $269K | Buy |
3,286
+109
| +3% | +$8.92K | 0.14% | 45 |
|
|
2016
Q4 | $287K | Sell |
3,177
-119
| -4% | -$10.8K | 0.13% | 46 |
|
|
2016
Q3 | $288K | Sell |
3,296
-2,985
| -48% | -$261K | 0.15% | 47 |
|
|
2016
Q2 | $589K | Buy |
6,281
+4
| +0.1% | +$375 | 0.32% | 29 |
|
|
2016
Q1 | $525K | Buy |
6,277
+3
| +0% | +$251 | 0.21% | 38 |
|
|
2015
Q4 | $489K | Buy |
6,274
+399
| +7% | +$31.1K | 0.17% | 35 |
|
|
2015
Q3 | $437K | Sell |
5,875
-1,522
| -21% | -$113K | 0.19% | 38 |
|
|
2015
Q2 | $615K | Sell |
7,397
-645
| -8% | -$53.6K | 0.24% | 34 |
|
|
2015
Q1 | $684K | Buy |
8,042
+295
| +4% | +$25.1K | 0.26% | 31 |
|
|
2014
Q4 | $716K | Buy |
7,747
+3
| +0% | +$277 | 0.22% | 33 |
|
|
2014
Q3 | $728K | Sell |
7,744
-905
| -10% | -$85.1K | 0.44% | 21 |
|
|
2014
Q2 | $871K | Sell |
8,649
-1,236
| -13% | -$124K | 0.61% | 15 |
|
|
2014
Q1 | $966K | Buy |
9,885
+2
| +0% | +$195 | 0.59% | 13 |
|
|
2013
Q4 | $1M | Buy |
+9,883
| New | +$1M | 0.64% | 13 |
|