Fee-Only Financial 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
Q2 | $649K | Sell |
6,017
-200
| -3% | -$21.6K | 0.4% | 21 |
|
|
2025
Q1 | $739K | Hold |
6,217
| – | – | 0.5% | 19 |
|
|
2024
Q4 | $669K | Sell |
6,217
-150
| -2% | -$16.1K | 0.43% | 20 |
|
|
2024
Q3 | $746K | Hold |
6,367
| – | – | 0.48% | 19 |
|
|
2024
Q2 | $733K | Sell |
6,367
-150
| -2% | -$17.3K | 0.49% | 21 |
|
|
2024
Q1 | $758K | Hold |
6,517
| – | – | 0.51% | 20 |
|
|
2023
Q4 | $652K | Hold |
6,517
| – | – | 0.47% | 22 |
|
|
2023
Q3 | $766K | Hold |
6,517
| – | – | 0.62% | 18 |
|
|
2023
Q2 | $699K | Sell |
6,517
-350
| -5% | -$37.5K | 0.53% | 20 |
|
|
2023
Q1 | $753K | Hold |
6,867
| – | – | 0.61% | 19 |
|
|
2022
Q4 | $757K | Buy |
+6,867
| New | +$757K | 0.63% | 19 |
|