CBIZ Investment Advisory Services’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 | $101K | Sell |
939
-155
| -14% | -$16.7K | ﹤0.01% | 79 |
|
|
2025
Q1 | $130K | Buy |
1,094
+143
| +15% | +$17K | 0.01% | 59 |
|
|
2024
Q4 | $102K | Buy |
951
+253
| +36% | +$27.2K | 0.01% | 73 |
|
|
2024
Q3 | $81.8K | Buy |
698
+38
| +6% | +$4.46K | ﹤0.01% | 79 |
|
|
2024
Q2 | $76K | Buy |
660
+87
| +15% | +$10K | ﹤0.01% | 83 |
|
|
2024
Q1 | $66.5K | Buy |
+573
| New | +$66.5K | ﹤0.01% | 85 |
|
|
2021
Q4 | – | Hold |
0
| – | -$7K | – | 105 |
|
|
2021
Q3 | – | Hold |
0
| – | -$39K | – | 90 |
|
|
2021
Q2 | – | Hold |
0
| – | -$34K | – | 65 |
|
|
2021
Q1 | – | Hold |
0
| – | -$26K | – | 60 |
|
|
2020
Q4 | – | Hold |
0
| – | -$21K | – | 71 |
|
|
2020
Q3 | – | Hold |
0
| – | -$49K | – | 77 |
|
|
2020
Q2 | – | Hold |
0
| – | -$22K | – | 66 |
|
|
2020
Q1 | – | Hold |
0
| – | -$40K | – | 96 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 88 |
|