Delta 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 | $2.54M | Sell |
23,580
-1,288
| -5% | -$139K | 0.89% | 37 |
|
|
2025
Q1 | $2.96M | Buy |
24,868
+1,607
| +7% | +$191K | 1.11% | 32 |
|
|
2024
Q4 | $2.5M | Sell |
23,261
-2,616
| -10% | -$281K | 0.93% | 35 |
|
|
2024
Q3 | $3.03M | Buy |
25,877
+1,124
| +5% | +$132K | 1.1% | 30 |
|
|
2024
Q2 | $2.85M | Buy |
24,753
+184
| +0.7% | +$21.2K | 1.1% | 27 |
|
|
2024
Q1 | $2.86M | Buy |
24,569
+2,606
| +12% | +$303K | 1.13% | 28 |
|
|
2023
Q4 | $2.2M | Sell |
21,963
-3,253
| -13% | -$325K | 0.95% | 37 |
|
|
2023
Q3 | $2.96M | Buy |
25,216
+537
| +2% | +$63.1K | 1.34% | 17 |
|
|
2023
Q2 | $2.65M | Buy |
24,679
+3,040
| +14% | +$326K | 1.17% | 25 |
|
|
2023
Q1 | $2.37M | Sell |
21,639
-25
| -0.1% | -$2.74K | 1.14% | 27 |
|
|
2022
Q4 | $2.39M | Buy |
21,664
+30
| +0.1% | +$3.31K | 1.16% | 32 |
|
|
2022
Q3 | $1.89M | Buy |
21,634
+2,564
| +13% | +$224K | 1% | 34 |
|
|
2022
Q2 | $1.63M | Sell |
19,070
-39
| -0.2% | -$3.34K | 0.81% | 47 |
|
|
2022
Q1 | $1.58M | Buy |
19,109
+244
| +1% | +$20.1K | 0.67% | 54 |
|
|
2021
Q4 | $1.15M | Sell |
18,865
-383
| -2% | -$23.4K | 0.47% | 67 |
|
|
2021
Q3 | $1.13M | Sell |
19,248
-57
| -0.3% | -$3.35K | 0.5% | 69 |
|
|
2021
Q2 | $1.22M | Buy |
19,305
+405
| +2% | +$25.6K | 0.54% | 69 |
|
|
2021
Q1 | $1.06M | Sell |
18,900
-155
| -0.8% | -$8.65K | 0.49% | 69 |
|
|
2020
Q4 | $785K | Sell |
19,055
-7,181
| -27% | -$296K | 0.39% | 79 |
|
|
2020
Q3 | $901K | Buy |
26,236
+4,229
| +19% | +$145K | 0.5% | 69 |
|
|
2020
Q2 | $984K | Buy |
22,007
+215
| +1% | +$9.61K | 0.58% | 63 |
|
|
2020
Q1 | $827K | Sell |
21,792
-2,971
| -12% | -$113K | 0.57% | 66 |
|
|
2019
Q4 | $1.73M | Sell |
24,763
-7,714
| -24% | -$538K | 0.68% | 61 |
|
|
2019
Q3 | $2.29M | Sell |
32,477
-2,984
| -8% | -$211K | 0.93% | 43 |
|
|
2019
Q2 | $2.72M | Buy |
+35,461
| New | +$2.72M | 1.12% | 33 |
|