Carson Advisory’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 | $867K | Sell |
8,044
-260
| -3% | -$28K | 0.55% | 51 |
|
|
2025
Q1 | $988K | Sell |
8,304
-118
| -1% | -$14K | 0.67% | 37 |
|
|
2024
Q4 | $906K | Sell |
8,422
-2,059
| -20% | -$221K | 0.63% | 45 |
|
|
2024
Q3 | $1.23M | Sell |
10,481
-33
| -0.3% | -$3.87K | 0.77% | 31 |
|
|
2024
Q2 | $1.21M | Sell |
10,514
-1
| -0% | -$115 | 0.85% | 29 |
|
|
2024
Q1 | $1.22M | Buy |
10,515
+43
| +0.4% | +$5K | 0.86% | 28 |
|
|
2023
Q4 | $1.05M | Buy |
10,472
+82
| +0.8% | +$8.2K | 0.81% | 31 |
|
|
2023
Q3 | $1.22M | Sell |
10,390
-2,679
| -20% | -$315K | 1.07% | 24 |
|
|
2023
Q2 | $1.4M | Buy |
13,069
+3
| +0% | +$322 | 1.18% | 21 |
|
|
2023
Q1 | $1.43M | Buy |
13,066
+4,200
| +47% | +$461K | 1.27% | 19 |
|
|
2022
Q4 | $978K | Sell |
8,866
-1,279
| -13% | -$141K | 0.94% | 29 |
|
|
2022
Q3 | $886K | Buy |
10,145
+3,385
| +50% | +$296K | 0.98% | 30 |
|
|
2022
Q2 | $579K | Buy |
6,760
+353
| +6% | +$30.2K | 0.65% | 47 |
|
|
2022
Q1 | $529K | Sell |
6,407
-533
| -8% | -$44K | 0.53% | 56 |
|
|
2021
Q4 | $425K | Buy |
+6,940
| New | +$425K | 0.43% | 60 |
|