Essential Planning’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-113,322
| Closed | -$13.3M | – | 310 |
|
|
2024
Q4 | $13.3M | Buy |
113,322
+111,532
| +6,231% | +$13.1M | 0.09% | 71 |
|
|
2024
Q3 | $210K | Buy |
1,790
+7
| +0.4% | +$821 | 0.09% | 81 |
|
|
2024
Q2 | $205K | Buy |
+1,783
| New | +$205K | 0.09% | 69 |
|
|
2023
Q4 | – | Sell |
-1,837
| Closed | -$216K | – | 66 |
|
|
2023
Q3 | $216K | Sell |
1,837
-1,330
| -42% | -$156K | 0.12% | 55 |
|
|
2023
Q2 | $339K | Buy |
3,167
+90
| +3% | +$9.65K | 0.19% | 40 |
|
|
2023
Q1 | $337K | Sell |
3,077
-333
| -10% | -$36.5K | 0.2% | 40 |
|
|
2022
Q4 | $307K | Buy |
+3,410
| New | +$307K | 0.24% | 35 |
|