Client 1st Advisory Group’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 | $3.42M | Sell |
31,762
-4,028
| -11% | -$434K | 1.24% | 18 |
|
|
2025
Q1 | $4.26M | Buy |
35,790
+1
| +0% | +$119 | 1.66% | 13 |
|
|
2024
Q4 | $3.85M | Buy |
35,789
+1
| +0% | +$108 | 1.48% | 15 |
|
|
2024
Q3 | $4.2M | Buy |
35,788
+104
| +0.3% | +$12.2K | 1.67% | 13 |
|
|
2024
Q2 | $4.11M | Hold |
35,684
| – | – | 1.77% | 12 |
|
|
2024
Q1 | $4.15M | Sell |
35,684
-150
| -0.4% | -$17.4K | 1.86% | 12 |
|
|
2023
Q4 | $3.58M | Hold |
35,834
| – | – | 1.74% | 14 |
|
|
2023
Q3 | $4.21M | Buy |
35,834
+400
| +1% | +$47K | 2.23% | 12 |
|
|
2023
Q2 | $3.8M | Hold |
35,434
| – | – | 2% | 11 |
|
|
2023
Q1 | $3.89M | Hold |
35,434
| – | – | 2.11% | 10 |
|
|
2022
Q4 | $3.91M | Hold |
35,434
| – | – | 2.28% | 10 |
|
|
2022
Q3 | $3.09M | Buy |
35,434
+416
| +1% | +$36.3K | 1.92% | 15 |
|
|
2022
Q2 | $3M | Hold |
35,018
| – | – | 1.78% | 18 |
|
|
2022
Q1 | $2.89M | Sell |
35,018
-18
| -0.1% | -$1.49K | 1.41% | 19 |
|
|
2021
Q4 | $2.14M | Sell |
35,036
-108
| -0.3% | -$6.61K | 1.05% | 19 |
|
|
2021
Q3 | $2.07M | Sell |
35,144
-37
| -0.1% | -$2.18K | 1.06% | 19 |
|
|
2021
Q2 | $2.22M | Sell |
35,181
-56
| -0.2% | -$3.53K | 1.15% | 21 |
|
|
2021
Q1 | $1.97M | Buy |
35,237
+30,281
| +611% | +$1.69M | 1.13% | 22 |
|
|
2020
Q4 | $237K | Buy |
+4,956
| New | +$237K | 0.15% | 54 |
|
|
2020
Q3 | – | Sell |
-4,588
| Closed | -$202K | – | 65 |
|
|
2020
Q2 | $202K | Buy |
+4,588
| New | +$202K | 0.17% | 57 |
|
|
2020
Q1 | – | Sell |
-5,659
| Closed | -$395K | – | 58 |
|
|
2019
Q4 | $395K | Buy |
+5,659
| New | +$395K | 0.39% | 37 |
|