Cornerstone Advisory’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
$2.92M Buy
27,083
+7,488
+38% +$807K 0.31% 53
2025
Q1
$2.05M Sell
19,595
-700
-3% -$73.3K 0.24% 62
2024
Q4
$2.2M Sell
20,295
-687
-3% -$74.4K 0.25% 62
2024
Q3
$2.46M Buy
20,982
+1,135
+6% +$133K 0.32% 56
2024
Q2
$2.28M Sell
19,847
-1,099
-5% -$127K 0.32% 57
2024
Q1
$2.43M Sell
20,946
-1,848
-8% -$215K 0.35% 56
2023
Q4
$2.28M Buy
22,794
+1,374
+6% +$137K 0.36% 52
2023
Q3
$2.52M Buy
21,420
+277
+1% +$32.6K 0.44% 49
2023
Q2
$2.27M Sell
21,143
-500
-2% -$53.6K 0.4% 44
2023
Q1
$2.37M Buy
21,643
+160
+0.7% +$17.5K 0.43% 42
2022
Q4
$2.37M Buy
21,483
+2,038
+10% +$225K 0.47% 43
2022
Q3
$1.7M Buy
19,445
+6,358
+49% +$555K 0.38% 46
2022
Q2
$1.12M Sell
13,087
-4,035
-24% -$346K 0.26% 63
2022
Q1
$1.41M Buy
17,122
+683
+4% +$56.4K 0.22% 82
2021
Q4
$1.01M Sell
16,439
-69
-0.4% -$4.22K 0.14% 105
2021
Q3
$971K Sell
16,508
-15
-0.1% -$882 0.16% 107
2021
Q2
$1.04M Sell
16,523
-2,719
-14% -$172K 0.18% 94
2021
Q1
$1.07M Buy
19,242
+4,191
+28% +$234K 0.2% 89
2020
Q4
$620K Sell
15,051
-1,330
-8% -$54.8K 0.13% 128
2020
Q3
$562K Buy
16,381
+1,909
+13% +$65.5K 0.13% 120
2020
Q2
$647K Sell
14,472
-1,006
-6% -$45K 0.17% 97
2020
Q1
$588K Sell
15,478
-655
-4% -$24.9K 0.18% 83
2019
Q4
$1.13M Sell
16,133
-572
-3% -$39.9K 0.23% 73
2019
Q3
$1.18M Sell
16,705
-879
-5% -$62.1K 0.25% 65
2019
Q2
$1.35M Buy
17,584
+211
+1% +$16.2K 0.29% 62
2019
Q1
$1.4M Sell
17,373
-150
-0.9% -$12.1K 0.31% 62
2018
Q4
$1.2M Sell
17,523
-538
-3% -$36.7K 0.31% 64
2018
Q3
$1.54M Sell
18,061
-1,319
-7% -$112K 0.46% 52
2018
Q2
$1.6M Sell
19,380
-559
-3% -$46.2K 0.53% 45
2018
Q1
$1.49M Sell
19,939
-1,029
-5% -$76.8K 0.54% 44
2017
Q4
$1.75M Sell
20,968
-5,895
-22% -$493K 0.6% 36
2017
Q3
$2.2M Sell
26,863
-4,818
-15% -$395K 0.75% 32
2017
Q2
$2.56M Buy
31,681
+10,307
+48% +$832K 0.86% 29
2017
Q1
$1.75M Buy
21,374
+190
+0.9% +$15.6K 0.89% 21
2016
Q4
$1.91M Buy
21,184
+183
+0.9% +$16.5K 1.43% 15
2016
Q3
$1.83M Sell
21,001
-597
-3% -$52.1K 1.51% 16
2016
Q2
$2.03M Sell
21,598
-149
-0.7% -$14K 1.7% 15
2016
Q1
$1.82M Buy
21,747
+610
+3% +$51K 1.55% 16
2015
Q4
$1.65M Buy
+21,137
New +$1.65M 1.42% 16