Ellerson Group’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
$3.36M Sell
31,130
-7,975
-20% -$860K 2.37% 16
2025
Q1
$4.65M Sell
39,105
-110
-0.3% -$13.1K 3.7% 6
2024
Q4
$4.22M Hold
39,215
3.08% 11
2024
Q3
$4.6M Sell
39,215
-910
-2% -$107K 3.61% 9
2024
Q2
$4.62M Sell
40,125
-290
-0.7% -$33.4K 3.51% 7
2024
Q1
$4.7M Sell
40,415
-810
-2% -$94.2K 3.59% 8
2023
Q4
$4.12M Sell
41,225
-450
-1% -$45K 3.58% 7
2023
Q3
$4.9M Sell
41,675
-110
-0.3% -$12.9K 4.57% 6
2023
Q2
$4.48M Sell
41,785
-1,010
-2% -$108K 4.27% 6
2023
Q1
$4.69M Sell
42,795
-50
-0.1% -$5.48K 5.09% 6
2022
Q4
$4.73M Buy
+42,845
New +$4.73M 5.01% 4