Claris Advisors’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 | $500K | Sell |
4,636
-1,705
| -27% | -$184K | 0.17% | 43 |
|
|
2025
Q1 | $754K | Sell |
6,341
-43
| -0.7% | -$5.11K | 0.28% | 32 |
|
|
2024
Q4 | $687K | Buy |
6,384
+1,958
| +44% | +$211K | 0.26% | 35 |
|
|
2024
Q3 | $519K | Buy |
4,426
+118
| +3% | +$13.8K | 0.23% | 32 |
|
|
2024
Q2 | $496K | Sell |
4,308
-14
| -0.3% | -$1.61K | 0.26% | 31 |
|
|
2024
Q1 | $502K | Sell |
4,322
-208
| -5% | -$24.2K | 0.25% | 32 |
|
|
2023
Q4 | $453K | Sell |
4,530
-241
| -5% | -$24.1K | 0.25% | 29 |
|
|
2023
Q3 | $561K | Hold |
4,771
| – | – | 0.36% | 23 |
|
|
2023
Q2 | $512K | Buy |
4,771
+211
| +5% | +$22.6K | 0.35% | 22 |
|
|
2023
Q1 | $500K | Sell |
4,560
-2,242
| -33% | -$246K | 0.37% | 21 |
|
|
2022
Q4 | $750K | Buy |
6,802
+262
| +4% | +$28.9K | 0.71% | 16 |
|
|
2022
Q3 | $571K | Buy |
6,540
+24
| +0.4% | +$2.1K | 0.66% | 12 |
|
|
2022
Q2 | $558K | Buy |
6,516
+21
| +0.3% | +$1.8K | 0.6% | 12 |
|
|
2022
Q1 | $536K | Buy |
6,495
+1
| +0% | +$83 | 0.57% | 15 |
|
|
2021
Q4 | $397K | Buy |
+6,494
| New | +$397K | 0.42% | 25 |
|