Crewe 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 | $2.54M | Sell |
23,591
-451
| -2% | -$48.6K | 0.36% | 37 |
|
|
2025
Q1 | $2.86M | Sell |
24,042
-2,392
| -9% | -$284K | 0.4% | 33 |
|
|
2024
Q4 | $2.84M | Sell |
26,434
-2,070
| -7% | -$223K | 0.39% | 34 |
|
|
2024
Q3 | $3.34M | Sell |
28,504
-2,160
| -7% | -$253K | 0.39% | 32 |
|
|
2024
Q2 | $3.53M | Buy |
30,664
+1,296
| +4% | +$149K | 0.4% | 36 |
|
|
2024
Q1 | $3.41M | Buy |
+29,368
| New | +$3.41M | 0.4% | 36 |
|
|
2023
Q3 | – | Sell |
-19,283
| Closed | -$2.07M | – | 934 |
|
|
2023
Q2 | $2.07M | Sell |
19,283
-1,007
| -5% | -$108K | 0.29% | 39 |
|
|
2023
Q1 | $2.22M | Buy |
20,290
+463
| +2% | +$50.8K | 0.32% | 38 |
|
|
2022
Q4 | $2.19M | Sell |
19,827
-410
| -2% | -$45.2K | 0.35% | 36 |
|
|
2022
Q3 | $1.77M | Buy |
20,237
+231
| +1% | +$20.2K | 0.32% | 33 |
|
|
2022
Q2 | $1.71M | Buy |
20,006
+55
| +0.3% | +$4.71K | 0.38% | 26 |
|
|
2022
Q1 | $1.65M | Buy |
19,951
+4,457
| +29% | +$368K | 0.32% | 25 |
|
|
2021
Q4 | $948K | Buy |
15,494
+1,225
| +9% | +$75K | 0.19% | 31 |
|
|
2021
Q3 | $839K | Buy |
14,269
+105
| +0.7% | +$6.17K | 0.2% | 30 |
|
|
2021
Q2 | $893K | Sell |
14,164
-100
| -0.7% | -$6.31K | 0.22% | 31 |
|
|
2021
Q1 | $796K | Sell |
14,264
-125
| -0.9% | -$6.98K | 0.2% | 29 |
|
|
2020
Q4 | $593K | Sell |
14,389
-2,928
| -17% | -$121K | 0.24% | 31 |
|
|
2020
Q3 | $594K | Sell |
17,317
-3,418
| -16% | -$117K | 0.28% | 26 |
|
|
2020
Q2 | $927K | Buy |
20,735
+7,143
| +53% | +$319K | 0.45% | 22 |
|
|
2020
Q1 | $516K | Sell |
13,592
-634
| -4% | -$24.1K | 0.31% | 26 |
|
|
2019
Q4 | $993K | Hold |
14,226
| – | – | 0.43% | 22 |
|
|
2019
Q3 | $1M | Buy |
14,226
+1,712
| +14% | +$121K | 0.46% | 20 |
|
|
2019
Q2 | $959K | Sell |
12,514
-179
| -1% | -$13.7K | 0.31% | 22 |
|
|
2019
Q1 | $1.03M | Sell |
12,693
-400
| -3% | -$32.3K | 0.32% | 20 |
|
|
2018
Q4 | $893K | Sell |
13,093
-280
| -2% | -$19.1K | 0.28% | 22 |
|
|
2018
Q3 | $1.14M | Hold |
13,373
| – | – | 0.96% | 17 |
|
|
2018
Q2 | $1.11M | Hold |
13,373
| – | – | 1.03% | 15 |
|
|
2018
Q1 | $998K | Sell |
13,373
-48
| -0.4% | -$3.58K | 0.98% | 15 |
|
|
2017
Q4 | $1.12M | Buy |
+13,421
| New | +$1.12M | 1.1% | 14 |
|