Comprehensive Financial Consultants Institutional’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 | $427K | Sell |
3,960
-195
| -5% | -$21K | 0.14% | 136 |
|
|
2025
Q1 | $494K | Sell |
4,155
-1
| -0% | -$119 | 0.18% | 126 |
|
|
2024
Q4 | $447K | Sell |
4,156
-599
| -13% | -$64.4K | 0.16% | 124 |
|
|
2024
Q3 | $557K | Buy |
4,755
+184
| +4% | +$21.6K | 0.2% | 116 |
|
|
2024
Q2 | $526K | Buy |
4,571
+976
| +27% | +$112K | 0.21% | 117 |
|
|
2024
Q1 | $418K | Buy |
3,595
+407
| +13% | +$47.3K | 0.17% | 124 |
|
|
2023
Q4 | $319K | Sell |
3,188
-177
| -5% | -$17.7K | 0.15% | 135 |
|
|
2023
Q3 | $396K | Buy |
3,365
+37
| +1% | +$4.35K | 0.21% | 114 |
|
|
2023
Q2 | $337K | Hold |
3,328
| – | – | 0.18% | 126 |
|
|
2023
Q1 | $365K | Hold |
3,328
| – | – | 0.21% | 118 |
|
|
2022
Q4 | $377K | Hold |
3,328
| – | – | 0.23% | 113 |
|
|
2022
Q3 | $334K | Hold |
3,328
| – | – | 0.22% | 119 |
|
|
2022
Q2 | $281K | Hold |
3,328
| – | – | 0.2% | 127 |
|
|
2022
Q1 | $305K | Buy |
3,328
+176
| +6% | +$16.1K | 0.21% | 124 |
|
|
2021
Q4 | $245K | Buy |
+3,152
| New | +$245K | 0.16% | 136 |
|