Evernest Financial 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 | $743K | Buy |
6,894
+390
| +6% | +$42K | 0.24% | 84 |
|
|
2025
Q1 | $774K | Sell |
6,504
-3,829
| -37% | -$455K | 0.28% | 83 |
|
|
2024
Q4 | $1.11M | Sell |
10,333
-3,431
| -25% | -$369K | 0.29% | 61 |
|
|
2024
Q3 | $1.61M | Buy |
13,764
+5,139
| +60% | +$602K | 0.43% | 36 |
|
|
2024
Q2 | $993K | Buy |
8,625
+130
| +2% | +$15K | 0.44% | 52 |
|
|
2024
Q1 | $1.02M | Buy |
8,495
+407
| +5% | +$48.8K | 0.48% | 45 |
|
|
2023
Q4 | $809K | Buy |
+8,088
| New | +$809K | 0.41% | 57 |
|
|
2021
Q4 | $801K | Buy |
+7,868
| New | +$801K | 0.41% | 53 |
|