Compton Wealth 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 | – | Sell |
-1,812
| Closed | -$216K | – | 83 |
|
|
2025
Q1 | $216K | Buy |
+1,812
| New | +$216K | 0.06% | 79 |
|
|
2024
Q4 | – | Sell |
-1,947
| Closed | -$228K | – | 113 |
|
|
2024
Q3 | $228K | Buy |
1,947
+4
| +0.2% | +$469 | 0.06% | 103 |
|
|
2024
Q2 | $224K | Sell |
1,943
-2
| -0.1% | -$230 | 0.06% | 102 |
|
|
2024
Q1 | $226K | Buy |
+1,945
| New | +$226K | 0.06% | 100 |
|
|
2023
Q4 | – | Sell |
-1,908
| Closed | -$224K | – | 94 |
|
|
2023
Q3 | $224K | Hold |
1,908
| – | – | 0.08% | 86 |
|
|
2023
Q2 | $205K | Hold |
1,908
| – | – | 0.07% | 89 |
|
|
2023
Q1 | $209K | Sell |
1,908
-191
| -9% | -$20.9K | 0.07% | 86 |
|
|
2022
Q4 | $232K | Sell |
2,099
-1,500
| -42% | -$165K | 0.09% | 91 |
|
|
2022
Q3 | $314K | Sell |
3,599
-239
| -6% | -$20.9K | 0.13% | 79 |
|
|
2022
Q2 | $329K | Sell |
3,838
-160
| -4% | -$13.7K | 0.14% | 84 |
|
|
2022
Q1 | $330K | Buy |
+3,998
| New | +$330K | 0.13% | 92 |
|