Continuum Advisory’s Exxon Mobil XOM Stock Holding History

Continuum Advisory’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.68M	Sell	24,905 -36,461	-59%	-$3.93M	0.32%	74
2025 Q1	$7.3M	Buy	61,366 +1,897	+3%	+$226K	0.94%	20
2024 Q4	$6.4M	Buy	59,469 +2,638	+5%	+$284K	0.82%	22
2024 Q3	$6.85M	Buy	56,831 +3,193	+6%	+$385K	0.87%	21
2024 Q2	$6.17M	Buy	53,638 +31,707	+145%	+$3.65M	0.89%	20
2024 Q1	$2.6M	Sell	21,931 -5,802	-21%	-$687K	0.39%	61
2023 Q4	$2.77M	Sell	27,733 -1,128	-4%	-$113K	0.39%	52
2023 Q3	$3.39M	Buy	28,861 +724	+3%	+$85.1K	0.54%	36
2023 Q2	$3.02M	Buy	28,137 +812	+3%	+$87.1K	0.48%	44
2023 Q1	$3M	Buy	27,325 +975	+4%	+$107K	0.51%	41
2022 Q4	$2.91M	Buy	26,350 +4,474	+20%	+$493K	0.52%	47
2022 Q3	$1.91M	Buy	21,876 +1,232	+6%	+$108K	0.34%	72
2022 Q2	$1.77M	Buy	20,644 +3,215	+18%	+$275K	0.32%	83
2022 Q1	$1.49M	Buy	17,429 +2,826	+19%	+$241K	0.28%	100
2021 Q4	$894K	Sell	14,603 -253	-2%	-$15.5K	0.2%	116
2021 Q3	$874K	Buy	14,856 +48	+0.3%	+$2.82K	0.23%	100
2021 Q2	$934K	Buy	14,808 +239	+2%	+$15.1K	0.29%	87
2021 Q1	$830K	Sell	14,569 -486	-3%	-$27.7K	0.35%	76
2020 Q4	$621K	Sell	15,055 -29	-0.2%	-$1.2K	0.28%	81
2020 Q3	$500K	Buy	15,084 +7,672	+104%	+$254K	0.27%	78
2020 Q2	$324K	Buy	7,412 +180	+2%	+$7.87K	0.2%	101
2020 Q1	$271K	Buy	7,232 +2,716	+60%	+$102K	0.18%	106
2019 Q4	$315K	Buy	4,516 +204	+5%	+$14.2K	0.18%	104
2019 Q3	$297K	Buy	4,312 +1,445	+50%	+$99.5K	0.2%	100
2019 Q2	$219K	Buy	+2,867	New	+$219K	0.15%	113
2019 Q1	–	Sell	-3,585	Closed	-$244K	–	163
2018 Q4	$244K	Buy	3,585 +387	+12%	+$26.3K	0.18%	129
2018 Q3	$274K	Sell	3,198 -159	-5%	-$13.6K	0.18%	120
2018 Q2	$278K	Buy	3,357 +385	+13%	+$31.9K	0.2%	110
2018 Q1	$222K	Sell	2,972 -2,076	-41%	-$155K	0.19%	124
2017 Q4	$422K	Buy	5,048 +209	+4%	+$17.5K	0.32%	84
2017 Q3	$397K	Sell	4,839 -517	-10%	-$42.4K	0.35%	85
2017 Q2	$432K	Buy	5,356 +1,346	+34%	+$109K	0.43%	66
2017 Q1	$329K	Buy	+4,010	New	+$329K	0.39%	71