Clear Creek Financial Management’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 | $1.49M | Buy |
13,807
+2,053
| +17% | +$221K | 0.14% | 163 |
|
|
2025
Q1 | $1.4M | Buy |
11,754
+1,802
| +18% | +$214K | 0.14% | 146 |
|
|
2024
Q4 | $1.07M | Buy |
9,952
+403
| +4% | +$43.3K | 0.12% | 179 |
|
|
2024
Q3 | $1.12M | Buy |
9,549
+454
| +5% | +$53.2K | 0.13% | 159 |
|
|
2024
Q2 | $1.05M | Buy |
9,095
+2,981
| +49% | +$343K | 0.13% | 148 |
|
|
2024
Q1 | $711K | Buy |
6,114
+484
| +9% | +$56.3K | 0.09% | 192 |
|
|
2023
Q4 | $563K | Buy |
5,630
+189
| +3% | +$18.9K | 0.09% | 182 |
|
|
2023
Q3 | $640K | Sell |
5,441
-5
| -0.1% | -$588 | 0.11% | 145 |
|
|
2023
Q2 | $584K | Buy |
5,446
+112
| +2% | +$12K | 0.1% | 157 |
|
|
2023
Q1 | $585K | Sell |
5,334
-94
| -2% | -$10.3K | 0.11% | 142 |
|
|
2022
Q4 | $599K | Sell |
5,428
-252
| -4% | -$27.8K | 0.13% | 133 |
|
|
2022
Q3 | $496K | Sell |
5,680
-595
| -9% | -$52K | 0.11% | 145 |
|
|
2022
Q2 | $537K | Buy |
6,275
+3
| +0% | +$257 | 0.11% | 148 |
|
|
2022
Q1 | $518K | Sell |
6,272
-364
| -5% | -$30.1K | 0.08% | 186 |
|
|
2021
Q4 | $406K | Sell |
6,636
-3,138
| -32% | -$192K | 0.06% | 206 |
|
|
2021
Q3 | $575K | Sell |
9,774
-18
| -0.2% | -$1.06K | 0.09% | 173 |
|
|
2021
Q2 | $618K | Buy |
+9,792
| New | +$618K | 0.1% | 165 |
|
|
2021
Q1 | – | Sell |
-34,034
| Closed | -$1.4M | – | 279 |
|
|
2020
Q4 | $1.4M | Buy |
+34,034
| New | +$1.4M | 0.27% | 78 |
|
|
2020
Q3 | – | Sell |
-19,794
| Closed | -$885K | – | 272 |
|
|
2020
Q2 | $885K | Buy |
19,794
+1,060
| +6% | +$47.4K | 0.23% | 72 |
|
|
2020
Q1 | $770K | Buy |
18,734
+1,570
| +9% | +$64.5K | 0.29% | 54 |
|
|
2019
Q4 | $1.19M | Sell |
17,164
-1,399
| -8% | -$96.8K | 0.47% | 34 |
|
|
2019
Q3 | $1.28M | Buy |
18,563
+998
| +6% | +$68.7K | 0.62% | 26 |
|
|
2019
Q2 | $1.35M | Buy |
+17,565
| New | +$1.35M | 0.58% | 29 |
|