Concorde Financial’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 | $6.38M | Buy |
59,182
+125
| +0.2% | +$13.5K | 3.77% | 9 |
|
|
2025
Q1 | $7.02M | Buy |
59,057
+754
| +1% | +$89.7K | 3.87% | 7 |
|
|
2024
Q4 | $6.27M | Buy |
58,303
+338
| +0.6% | +$36.4K | 3.73% | 9 |
|
|
2024
Q3 | $6.79M | Sell |
57,965
-32,834
| -36% | -$3.85M | 4% | 4 |
|
|
2024
Q2 | $10.5M | Buy |
90,799
+39,948
| +79% | +$4.6M | 6.87% | 3 |
|
|
2024
Q1 | $5.91M | Sell |
50,851
-8,079
| -14% | -$939K | 5.38% | 8 |
|
|
2023
Q4 | $5.89M | Buy |
58,930
+49,130
| +501% | +$4.91M | 4.03% | 9 |
|
|
2023
Q3 | $1.15M | Sell |
9,800
-48,778
| -83% | -$5.74M | 1.97% | 7 |
|
|
2023
Q2 | $6.28M | Sell |
58,578
-121
| -0.2% | -$13K | 4.11% | 5 |
|
|
2023
Q1 | $6.44M | Sell |
58,699
-941
| -2% | -$103K | 4.69% | 5 |
|
|
2022
Q4 | $5.21M | Hold |
59,640
| – | – | 3.51% | 9 |
|
|
2022
Q3 | $5.21M | Sell |
59,640
-1,795
| -3% | -$157K | 3.51% | 9 |
|
|
2022
Q2 | $5.26M | Sell |
61,435
-6,162
| -9% | -$528K | 5.88% | 5 |
|
|
2022
Q1 | $5.74M | Buy |
67,597
+121
| +0.2% | +$10.3K | 3.53% | 8 |
|
|
2021
Q4 | $4.41M | Buy |
+67,476
| New | +$4.41M | 2.77% | 16 |
|