Conservest Capital 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 | $782K | Sell |
7,256
-231
| -3% | -$24.9K | 0.08% | 60 |
|
|
2025
Q1 | $890K | Buy |
7,487
+23
| +0.3% | +$2.74K | 0.09% | 52 |
|
|
2024
Q4 | $803K | Buy |
7,464
+397
| +6% | +$42.7K | 0.08% | 56 |
|
|
2024
Q3 | $822K | Hold |
7,067
| – | – | 0.08% | 54 |
|
|
2024
Q2 | $822K | Hold |
7,067
| – | – | 0.09% | 54 |
|
|
2024
Q1 | $822K | Buy |
7,067
+21
| +0.3% | +$2.44K | 0.08% | 54 |
|
|
2023
Q4 | $704K | Sell |
7,046
-234
| -3% | -$23.4K | 0.07% | 59 |
|
|
2023
Q3 | $856K | Sell |
7,280
-207
| -3% | -$24.3K | 0.1% | 46 |
|
|
2023
Q2 | $803K | Buy |
7,487
+19
| +0.3% | +$2.04K | 0.09% | 50 |
|
|
2023
Q1 | $819K | Sell |
7,468
-69
| -0.9% | -$7.57K | 0.1% | 46 |
|
|
2022
Q4 | $831K | Buy |
+7,537
| New | +$831K | 0.11% | 43 |
|
|
2022
Q3 | – | Sell |
-7,517
| Closed | -$644K | – | 44 |
|
|
2022
Q2 | $644K | Buy |
7,517
+415
| +6% | +$35.6K | 0.08% | 47 |
|
|
2022
Q1 | $587K | Sell |
7,102
-411
| -5% | -$34K | 0.07% | 54 |
|
|
2021
Q4 | $460K | Buy |
7,513
+65
| +0.9% | +$3.98K | 0.05% | 68 |
|
|
2021
Q3 | $438K | Sell |
7,448
-264
| -3% | -$15.5K | 0.05% | 63 |
|
|
2021
Q2 | $486K | Buy |
7,712
+38
| +0.5% | +$2.4K | 0.05% | 59 |
|
|
2021
Q1 | $428K | Buy |
7,674
+560
| +8% | +$31.2K | 0.05% | 58 |
|
|
2020
Q4 | $293K | Sell |
7,114
-8,096
| -53% | -$333K | 0.04% | 67 |
|
|
2020
Q3 | $522K | Sell |
15,210
-2,424
| -14% | -$83.2K | 0.07% | 49 |
|
|
2020
Q2 | $789K | Sell |
17,634
-560
| -3% | -$25.1K | 0.11% | 41 |
|
|
2020
Q1 | $691K | Sell |
18,194
-2,777
| -13% | -$105K | 0.11% | 41 |
|
|
2019
Q4 | $1.46M | Sell |
20,971
-1,215
| -5% | -$84.8K | 0.19% | 41 |
|
|
2019
Q3 | $1.57M | Buy |
22,186
+521
| +2% | +$36.8K | 0.23% | 42 |
|
|
2019
Q2 | $1.66M | Sell |
21,665
-1,423
| -6% | -$109K | 0.24% | 42 |
|
|
2019
Q1 | $1.87M | Sell |
23,088
-129
| -0.6% | -$10.4K | 0.28% | 40 |
|
|
2018
Q4 | $1.58M | Sell |
23,217
-4,771
| -17% | -$325K | 0.26% | 42 |
|
|
2018
Q3 | $2.38M | Sell |
27,988
-613
| -2% | -$52.1K | 0.35% | 36 |
|
|
2018
Q2 | $2.37M | Sell |
28,601
-20,065
| -41% | -$1.66M | 0.37% | 35 |
|
|
2018
Q1 | $3.63M | Sell |
48,666
-193
| -0.4% | -$14.4K | 0.79% | 21 |
|
|
2017
Q4 | $4.09M | Sell |
48,859
-4,955
| -9% | -$414K | 0.81% | 21 |
|
|
2017
Q3 | $4.41M | Sell |
53,814
-2,994
| -5% | -$245K | 0.7% | 27 |
|
|
2017
Q2 | $4.59M | Sell |
56,808
-621
| -1% | -$50.1K | 0.97% | 18 |
|
|
2017
Q1 | $4.71M | Buy |
+57,429
| New | +$4.71M | 1% | 18 |
|