Dean Jacobson Financial Services’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 | $313K | Hold |
2,908
| – | – | 0.24% | 8 |
|
|
2025
Q1 | $346K | Sell |
2,908
-61
| -2% | -$7.26K | 0.27% | 8 |
|
|
2024
Q4 | $319K | Buy |
2,969
+29
| +1% | +$3.12K | 0.24% | 7 |
|
|
2024
Q3 | $345K | Buy |
2,940
+32
| +1% | +$3.75K | 0.26% | 8 |
|
|
2024
Q2 | $335K | Buy |
2,908
+161
| +6% | +$18.5K | 0.27% | 8 |
|
|
2024
Q1 | $319K | Sell |
2,747
-191
| -7% | -$22.2K | 0.26% | 8 |
|
|
2023
Q4 | $294K | Hold |
2,938
| – | – | 0.25% | 8 |
|
|
2023
Q3 | $345K | Buy |
2,938
+191
| +7% | +$22.5K | 0.32% | 8 |
|
|
2023
Q2 | $295K | Hold |
2,747
| – | – | 0.27% | 9 |
|
|
2023
Q1 | $301K | Hold |
2,747
| – | – | 0.28% | 6 |
|
|
2022
Q4 | $303K | Hold |
2,747
| – | – | 18.51% | 2 |
|
|
2022
Q3 | $240K | Hold |
2,747
| – | – | 19.06% | 4 |
|
|
2022
Q2 | $235K | Hold |
2,747
| – | – | 19.67% | 4 |
|
|
2022
Q1 | $227K | Buy |
+2,747
| New | +$227K | 0.99% | 6 |
|