Certified Advisory Corp’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
$1.12M Buy
10,382
+110
+1% +$11.9K 0.12% 145
2025
Q1
$1.22M Sell
10,272
-668
-6% -$79.4K 0.14% 136
2024
Q4
$1.18M Buy
10,940
+7
+0.1% +$753 0.13% 133
2024
Q3
$1.28M Buy
10,933
+515
+5% +$60.4K 0.14% 128
2024
Q2
$1.2M Buy
10,418
+1,799
+21% +$207K 0.15% 125
2024
Q1
$1M Sell
8,619
-92
-1% -$10.7K 0.14% 131
2023
Q4
$871K Sell
8,711
-9
-0.1% -$900 0.13% 136
2023
Q3
$1.03M Buy
+8,720
New +$1.03M 0.19% 111
2023
Q2
Sell
-12,506
Closed -$1.37M 287
2023
Q1
$1.37M Buy
12,506
+501
+4% +$54.9K 0.24% 100
2022
Q4
$1.32M Buy
12,005
+657
+6% +$72.5K 0.26% 98
2022
Q3
$991K Buy
11,348
+42
+0.4% +$3.67K 0.23% 108
2022
Q2
$968K Buy
11,306
+36
+0.3% +$3.08K 0.22% 111
2022
Q1
$931K Buy
11,270
+60
+0.5% +$4.96K 0.2% 116
2021
Q4
$686K Buy
11,210
+538
+5% +$32.9K 0.15% 138
2021
Q3
$628K Buy
10,672
+35
+0.3% +$2.06K 0.15% 138
2021
Q2
$671K Buy
10,637
+4,745
+81% +$299K 0.17% 132
2021
Q1
$329K Buy
+5,892
New +$329K 0.09% 163
2020
Q2
$316K Buy
7,070
+3
+0% +$134 0.1% 149
2020
Q1
$269K Sell
7,067
-1,908
-21% -$72.6K 0.11% 150
2019
Q4
$626K Sell
8,975
-1,711
-16% -$119K 0.2% 103
2019
Q3
$755K Sell
10,686
-486
-4% -$34.3K 0.26% 87
2019
Q2
$856K Sell
11,172
-77
-0.7% -$5.9K 0.32% 80
2019
Q1
$909K Buy
11,249
+374
+3% +$30.2K 0.38% 68
2018
Q4
$742K Sell
10,875
-1,071
-9% -$73.1K 0.39% 70
2018
Q3
$1.02M Buy
11,946
+226
+2% +$19.2K 0.47% 57
2018
Q2
$969K Buy
11,720
+284
+2% +$23.5K 0.54% 53
2018
Q1
$852K Buy
11,436
+3,158
+38% +$235K 0.51% 54
2017
Q4
$691K Buy
+8,278
New +$691K 0.5% 54