CFFP
Center for Financial Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
14,438
-200
| -1% | -$21.6K | 0.18% | 48 |
|
|
2025
Q1 | $1.74M | Hold |
14,638
| – | – | 0.22% | 44 |
|
|
2024
Q4 | $1.57M | Sell |
14,638
-246
| -2% | -$26.5K | 0.21% | 43 |
|
|
2024
Q3 | $1.74M | Sell |
14,884
-835
| -5% | -$97.9K | 0.24% | 38 |
|
|
2024
Q2 | $1.81M | Buy |
15,719
+56
| +0.4% | +$6.45K | 0.26% | 37 |
|
|
2024
Q1 | $1.82M | Buy |
15,663
+62
| +0.4% | +$7.21K | 0.27% | 36 |
|
|
2023
Q4 | $1.56M | Sell |
15,601
-150
| -1% | -$15K | 0.29% | 38 |
|
|
2023
Q3 | $1.85M | Sell |
15,751
-161
| -1% | -$18.9K | 0.4% | 25 |
|
|
2023
Q2 | $1.71M | Sell |
15,912
-50
| -0.3% | -$5.36K | 0.36% | 30 |
|
|
2023
Q1 | $1.75M | Buy |
15,962
+300
| +2% | +$32.9K | 0.4% | 27 |
|
|
2022
Q4 | $1.73M | Buy |
15,662
+63
| +0.4% | +$6.95K | 0.42% | 28 |
|
|
2022
Q3 | $1.36M | Buy |
15,599
+1,952
| +14% | +$170K | 0.36% | 30 |
|
|
2022
Q2 | $1.17M | Sell |
13,647
-70
| -0.5% | -$6K | 0.3% | 36 |
|
|
2022
Q1 | $1.13M | Buy |
13,717
+1,000
| +8% | +$82.6K | 0.23% | 46 |
|
|
2021
Q4 | $778K | Buy |
12,717
+333
| +3% | +$20.4K | 0.16% | 63 |
|
|
2021
Q3 | $728K | Buy |
12,384
+180
| +1% | +$10.6K | 0.18% | 62 |
|
|
2021
Q2 | $770K | Hold |
12,204
| – | – | 0.19% | 64 |
|
|
2021
Q1 | $681K | Sell |
12,204
-115
| -0.9% | -$6.42K | 0.18% | 65 |
|
|
2020
Q4 | $508K | Sell |
12,319
-5
| -0% | -$206 | 0.14% | 72 |
|
|
2020
Q3 | $423K | Sell |
12,324
-1,137
| -8% | -$39K | 0.14% | 72 |
|
|
2020
Q2 | $602K | Sell |
13,461
-3,445
| -20% | -$154K | 0.21% | 54 |
|
|
2020
Q1 | $642K | Buy |
16,906
+343
| +2% | +$13K | 0.22% | 51 |
|
|
2019
Q4 | $1.16M | Buy |
+16,563
| New | +$1.16M | 0.29% | 30 |
|