Everhart Financial 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 | $3.66M | Buy |
33,943
+461
| +1% | +$49.7K | 0.42% | 33 |
|
|
2025
Q1 | $3.98M | Buy |
33,482
+2,462
| +8% | +$293K | 0.54% | 30 |
|
|
2024
Q4 | $3.34M | Sell |
31,020
-1,297
| -4% | -$140K | 0.69% | 29 |
|
|
2024
Q3 | $3.79M | Buy |
32,317
+2,864
| +10% | +$336K | 0.84% | 24 |
|
|
2024
Q2 | $3.39M | Buy |
29,453
+4,136
| +16% | +$476K | 0.88% | 24 |
|
|
2024
Q1 | $2.94M | Buy |
25,317
+4,541
| +22% | +$528K | 0.86% | 27 |
|
|
2023
Q4 | $2.08M | Sell |
20,776
-2,815
| -12% | -$281K | 0.74% | 31 |
|
|
2023
Q3 | $2.77M | Buy |
23,591
+3,960
| +20% | +$466K | 1.18% | 19 |
|
|
2023
Q2 | $2.11M | Sell |
19,631
-153
| -0.8% | -$16.4K | 0.87% | 28 |
|
|
2023
Q1 | $2.17M | Buy |
19,784
+1,284
| +7% | +$141K | 0.97% | 25 |
|
|
2022
Q4 | $2.04M | Buy |
18,500
+1,337
| +8% | +$147K | 1.02% | 23 |
|
|
2022
Q3 | $1.5M | Buy |
17,163
+1,155
| +7% | +$101K | 0.83% | 25 |
|
|
2022
Q2 | $1.37M | Buy |
16,008
+1,548
| +11% | +$133K | 0.83% | 27 |
|
|
2022
Q1 | $1.2M | Buy |
14,460
+3,182
| +28% | +$263K | 0.69% | 35 |
|
|
2021
Q4 | $690K | Buy |
11,278
+2,752
| +32% | +$168K | 0.42% | 50 |
|
|
2021
Q3 | $502K | Sell |
8,526
-1,887
| -18% | -$111K | 0.34% | 54 |
|
|
2021
Q2 | $656K | Buy |
10,413
+1,300
| +14% | +$81.9K | 0.45% | 46 |
|
|
2021
Q1 | $509K | Sell |
9,113
-1,361
| -13% | -$76K | 0.45% | 46 |
|
|
2020
Q4 | $431K | Buy |
+10,474
| New | +$431K | 0.4% | 47 |
|