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 |
|