Conrad Siegel Investment Advisors’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 | $203K | Sell |
1,885
-142
| -7% | -$15.3K | 0.05% | 53 |
|
|
2025
Q1 | $241K | Buy |
2,027
+54
| +3% | +$6.42K | 0.06% | 46 |
|
|
2024
Q4 | $212K | Sell |
1,973
-66
| -3% | -$7.1K | 0.06% | 43 |
|
|
2024
Q3 | $239K | Buy |
2,039
+51
| +3% | +$5.98K | 0.06% | 41 |
|
|
2024
Q2 | $229K | Buy |
1,988
+115
| +6% | +$13.2K | 0.07% | 39 |
|
|
2024
Q1 | $218K | Buy |
+1,873
| New | +$218K | 0.06% | 37 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$66K | – | 62 |
|
|
2022
Q1 | $66K | Buy |
+800
| New | +$66K | 0.06% | 28 |
|