Detalus 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 | $486K | Sell |
4,511
-70
| -2% | -$7.55K | 0.14% | 88 |
|
|
2025
Q1 | $545K | Buy |
4,581
+90
| +2% | +$10.7K | 0.17% | 73 |
|
|
2024
Q4 | $483K | Buy |
4,491
+105
| +2% | +$11.3K | 0.16% | 74 |
|
|
2024
Q3 | $514K | Buy |
4,386
+554
| +14% | +$64.9K | 0.17% | 77 |
|
|
2024
Q2 | $441K | Buy |
3,832
+160
| +4% | +$18.4K | 0.15% | 85 |
|
|
2024
Q1 | $427K | Sell |
3,672
-1
| -0% | -$116 | 0.15% | 87 |
|
|
2023
Q4 | $367K | Sell |
3,673
-12
| -0.3% | -$1.2K | 0.15% | 89 |
|
|
2023
Q3 | $433K | Buy |
3,685
+284
| +8% | +$33.4K | 0.2% | 81 |
|
|
2023
Q2 | $365K | Buy |
3,401
+5
| +0.1% | +$536 | 0.16% | 91 |
|
|
2023
Q1 | $372K | Sell |
3,396
-796
| -19% | -$87.3K | 0.18% | 91 |
|
|
2022
Q4 | $462K | Buy |
4,192
+805
| +24% | +$88.8K | 0.23% | 84 |
|
|
2022
Q3 | $296K | Buy |
3,387
+104
| +3% | +$9.09K | 0.18% | 95 |
|
|
2022
Q2 | $281K | Buy |
3,283
+5
| +0.2% | +$428 | 0.17% | 91 |
|
|
2022
Q1 | $271K | Sell |
3,278
-68
| -2% | -$5.62K | 0.14% | 91 |
|
|
2021
Q4 | $205K | Sell |
3,346
-307
| -8% | -$18.8K | 0.1% | 118 |
|
|
2021
Q3 | $215K | Buy |
3,653
+205
| +6% | +$12.1K | 0.11% | 108 |
|
|
2021
Q2 | $218K | Sell |
3,448
-152
| -4% | -$9.61K | 0.12% | 107 |
|
|
2021
Q1 | $201K | Buy |
+3,600
| New | +$201K | 0.12% | 101 |
|
|
2020
Q3 | – | Sell |
-6,680
| Closed | -$299K | – | 95 |
|
|
2020
Q2 | $299K | Sell |
6,680
-5,244
| -44% | -$235K | 0.23% | 72 |
|
|
2020
Q1 | $453K | Buy |
11,924
+3,660
| +44% | +$139K | 0.42% | 49 |
|
|
2019
Q4 | $577K | Buy |
+8,264
| New | +$577K | 0.42% | 44 |
|