CarsonAllaria Wealth Management’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 | $273K | Buy |
2,536
+3
| +0.1% | +$323 | 0.15% | 51 |
|
|
2025
Q1 | $301K | Buy |
2,533
+34
| +1% | +$4.04K | 0.17% | 46 |
|
|
2024
Q4 | $269K | Sell |
2,499
-350
| -12% | -$37.7K | 0.15% | 53 |
|
|
2024
Q3 | $334K | Sell |
2,849
-234
| -8% | -$27.4K | 0.19% | 45 |
|
|
2024
Q2 | $355K | Sell |
3,083
-424
| -12% | -$48.8K | 0.22% | 42 |
|
|
2024
Q1 | $408K | Sell |
3,507
-365
| -9% | -$42.4K | 0.26% | 41 |
|
|
2023
Q4 | $387K | Sell |
3,872
-20
| -0.5% | -$2K | 0.28% | 40 |
|
|
2023
Q3 | $458K | Sell |
3,892
-26
| -0.7% | -$3.06K | 0.37% | 32 |
|
|
2023
Q2 | $420K | Sell |
3,918
-119
| -3% | -$12.8K | 0.33% | 36 |
|
|
2023
Q1 | $443K | Sell |
4,037
-58
| -1% | -$6.36K | 0.37% | 37 |
|
|
2022
Q4 | $452K | Buy |
4,095
+67
| +2% | +$7.4K | 0.4% | 36 |
|
|
2022
Q3 | $352K | Buy |
4,028
+97
| +2% | +$8.48K | 0.33% | 36 |
|
|
2022
Q2 | $337K | Sell |
3,931
-165
| -4% | -$14.1K | 0.31% | 39 |
|
|
2022
Q1 | $338K | Sell |
4,096
-117
| -3% | -$9.66K | 0.3% | 42 |
|
|
2021
Q4 | $258K | Buy |
+4,213
| New | +$258K | 0.23% | 53 |
|