CWS Financial 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 | $1.2M | Sell |
11,110
-1,620
| -13% | -$175K | 0.35% | 40 |
|
|
2025
Q1 | $1.51M | Buy |
12,730
+677
| +6% | +$80.5K | 0.48% | 30 |
|
|
2024
Q4 | $1.3M | Buy |
12,053
+79
| +0.7% | +$8.5K | 0.42% | 32 |
|
|
2024
Q3 | $1.4M | Sell |
11,974
-13
| -0.1% | -$1.52K | 0.5% | 26 |
|
|
2024
Q2 | $1.38M | Buy |
11,987
+454
| +4% | +$52.3K | 0.54% | 23 |
|
|
2024
Q1 | $1.34M | Sell |
11,533
-13,024
| -53% | -$1.51M | 0.55% | 23 |
|
|
2023
Q4 | $2.46M | Buy |
24,557
+453
| +2% | +$45.3K | 0.92% | 15 |
|
|
2023
Q3 | $2.83M | Buy |
24,104
+1
| +0% | +$118 | 1.14% | 12 |
|
|
2023
Q2 | $2.59M | Sell |
24,103
-509
| -2% | -$54.6K | 0.98% | 13 |
|
|
2023
Q1 | $2.7M | Sell |
24,612
-5,982
| -20% | -$656K | 1.07% | 13 |
|
|
2022
Q4 | $1.71M | Buy |
30,594
+6,580
| +27% | +$367K | 0.74% | 14 |
|
|
2022
Q3 | $2.1M | Sell |
24,014
-319
| -1% | -$27.9K | 1% | 15 |
|
|
2022
Q2 | $2.08M | Sell |
24,333
-4,434
| -15% | -$380K | 0.95% | 16 |
|
|
2022
Q1 | $2.38M | Sell |
28,767
-726
| -2% | -$60K | 0.9% | 14 |
|
|
2021
Q4 | $1.81M | Buy |
+29,493
| New | +$1.81M | 0.64% | 20 |
|
|
2021
Q2 | $1.93M | Buy |
30,631
+37
| +0.1% | +$2.33K | 0.77% | 14 |
|
|
2021
Q1 | $1.71M | Sell |
30,594
-1,154
| -4% | -$64.4K | 0.74% | 14 |
|
|
2020
Q4 | $1.31M | Sell |
31,748
-511
| -2% | -$21.1K | 0.76% | 16 |
|
|
2020
Q3 | $1.11M | Sell |
32,259
-1,972
| -6% | -$67.7K | 0.74% | 18 |
|
|
2020
Q2 | $1.53M | Buy |
34,231
+3,065
| +10% | +$137K | 1.1% | 11 |
|
|
2020
Q1 | $2.18M | Sell |
31,166
-224
| -0.7% | -$15.6K | 1.61% | 6 |
|
|
2019
Q4 | $2.19M | Buy |
+31,390
| New | +$2.19M | 1.6% | 6 |
|