Drake & Associates’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
$217K Buy
2,014
+87
+5% +$9.38K 0.05% 92
2025
Q1
$229K Sell
1,927
-265
-12% -$31.5K 0.06% 85
2024
Q4
$239K Buy
2,192
+173
+9% +$18.8K 0.07% 85
2024
Q3
$237K Buy
2,019
+203
+11% +$23.8K 0.08% 81
2024
Q2
$209K Hold
1,816
0.07% 75
2024
Q1
$211K Buy
+1,816
New +$211K 0.08% 79
2023
Q4
Sell
-1,816
Closed -$214K 83
2023
Q3
$214K Sell
1,816
-52
-3% -$6.11K 0.1% 68
2023
Q2
$200K Sell
1,868
-48
-3% -$5.15K 0.09% 73
2023
Q1
$210K Sell
1,916
-941
-33% -$103K 0.1% 68
2022
Q4
$315K Buy
2,857
+557
+24% +$61.4K 0.17% 51
2022
Q3
$201K Buy
+2,300
New +$201K 0.11% 63