Evoke Wealth’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 | $4.42M | Buy |
40,983
+3,632
| +10% | +$392K | 0.1% | 87 |
|
|
2025
Q1 | $4.44M | Buy |
37,351
+489
| +1% | +$58.2K | 0.12% | 74 |
|
|
2024
Q4 | $3.97M | Sell |
36,862
-168
| -0.5% | -$18.1K | 0.11% | 84 |
|
|
2024
Q3 | $4.34M | Buy |
+37,030
| New | +$4.34M | 0.12% | 76 |
|
|
2024
Q2 | – | Sell |
-30,670
| Closed | -$3.57M | – | 406 |
|
|
2024
Q1 | $3.57M | Buy |
+30,670
| New | +$3.57M | 0.11% | 85 |
|
|
2023
Q4 | – | Sell |
-30,877
| Closed | -$3.63M | – | 377 |
|
|
2023
Q3 | $3.63M | Buy |
30,877
+686
| +2% | +$80.7K | 0.13% | 82 |
|
|
2023
Q2 | $3.24M | Buy |
30,191
+1,474
| +5% | +$158K | 0.11% | 84 |
|
|
2023
Q1 | $3.15M | Buy |
28,717
+894
| +3% | +$98K | 0.11% | 89 |
|
|
2022
Q4 | $3.07M | Buy |
27,823
+1,011
| +4% | +$112K | 0.11% | 96 |
|
|
2022
Q3 | $2.34M | Sell |
26,812
-133
| -0.5% | -$11.6K | 0.09% | 95 |
|
|
2022
Q2 | $2.31M | Sell |
26,945
-2,222
| -8% | -$190K | 0.09% | 100 |
|
|
2022
Q1 | $2.41M | Sell |
29,167
-11,736
| -29% | -$969K | 0.08% | 106 |
|
|
2021
Q4 | $2.5M | Buy |
40,903
+10,422
| +34% | +$638K | 0.08% | 109 |
|
|
2021
Q3 | $1.79M | Sell |
30,481
-9,015
| -23% | -$530K | 0.07% | 127 |
|
|
2021
Q2 | $2.49M | Sell |
39,496
-222
| -0.6% | -$14K | 0.09% | 113 |
|
|
2021
Q1 | $2.22M | Buy |
39,718
+13,020
| +49% | +$727K | 0.1% | 110 |
|
|
2020
Q4 | $1.1M | Buy |
26,698
+8,459
| +46% | +$349K | 0.07% | 89 |
|
|
2020
Q3 | $626K | Sell |
18,239
-127,925
| -88% | -$4.39M | 0.05% | 115 |
|
|
2020
Q2 | $6.54M | Sell |
146,164
-3,478
| -2% | -$156K | 0.63% | 21 |
|
|
2020
Q1 | $5.68M | Sell |
149,642
-549
| -0.4% | -$20.8K | 0.81% | 20 |
|
|
2019
Q4 | $10.5M | Buy |
150,191
+397
| +0.3% | +$27.7K | 1.33% | 13 |
|
|
2019
Q3 | $10.6M | Buy |
+149,794
| New | +$10.6M | 1.3% | 17 |
|