Fermata 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 | $715K | Sell |
6,637
-4,429
| -40% | -$477K | 0.19% | 110 |
|
|
2025
Q1 | $1.32M | Buy |
11,066
+2,950
| +36% | +$351K | 0.24% | 90 |
|
|
2024
Q4 | $873K | Buy |
8,116
+348
| +4% | +$37.4K | 0.16% | 102 |
|
|
2024
Q3 | $911K | Buy |
7,768
+725
| +10% | +$85K | 0.18% | 88 |
|
|
2024
Q2 | $811K | Buy |
7,043
+197
| +3% | +$22.7K | 0.19% | 89 |
|
|
2024
Q1 | $796K | Sell |
6,846
-880
| -11% | -$102K | 0.18% | 93 |
|
|
2023
Q4 | $772K | Buy |
7,726
+220
| +3% | +$22K | 0.18% | 86 |
|
|
2023
Q3 | $882K | Buy |
+7,506
| New | +$882K | 0.25% | 76 |
|
|
2023
Q2 | – | Sell |
-5,383
| Closed | -$590K | – | 115 |
|
|
2023
Q1 | $590K | Sell |
5,383
-1,717
| -24% | -$188K | 0.36% | 54 |
|
|
2022
Q4 | $783K | Sell |
7,100
-95
| -1% | -$10.5K | 0.23% | 80 |
|
|
2022
Q3 | $628K | Buy |
7,195
+222
| +3% | +$19.4K | 0.2% | 88 |
|
|
2022
Q2 | $597K | Buy |
6,973
+2,691
| +63% | +$230K | 0.21% | 90 |
|
|
2022
Q1 | $354K | Buy |
4,282
+591
| +16% | +$48.9K | 0.13% | 114 |
|
|
2021
Q4 | $226K | Buy |
3,691
+123
| +3% | +$7.53K | 0.08% | 166 |
|
|
2021
Q3 | $210K | Buy |
3,568
+92
| +3% | +$5.42K | 0.09% | 168 |
|
|
2021
Q2 | $219K | Buy |
+3,476
| New | +$219K | 0.13% | 138 |
|