Fi3 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 | $787K | Sell |
7,296
-271
| -4% | -$29.2K | 0.28% | 34 |
|
|
2025
Q1 | $900K | Sell |
7,567
-383
| -5% | -$45.6K | 0.37% | 30 |
|
|
2024
Q4 | $855K | Sell |
7,950
-1,269
| -14% | -$137K | 0.32% | 35 |
|
|
2024
Q3 | $1.08M | Buy |
9,219
+287
| +3% | +$33.6K | 0.43% | 25 |
|
|
2024
Q2 | $1.03M | Buy |
8,932
+334
| +4% | +$38.5K | 0.45% | 23 |
|
|
2024
Q1 | $997K | Buy |
8,598
+1,447
| +20% | +$168K | 0.46% | 23 |
|
|
2023
Q4 | $715K | Sell |
7,151
-528
| -7% | -$52.8K | 0.34% | 31 |
|
|
2023
Q3 | $903K | Buy |
7,679
+1,003
| +15% | +$118K | 0.49% | 25 |
|
|
2023
Q2 | $716K | Sell |
6,676
-65
| -1% | -$6.97K | 0.37% | 28 |
|
|
2023
Q1 | $739K | Buy |
6,741
+98
| +1% | +$10.7K | 0.39% | 30 |
|
|
2022
Q4 | $733K | Buy |
6,643
+4,116
| +163% | +$454K | 0.42% | 31 |
|
|
2022
Q3 | $221K | Buy |
2,527
+26
| +1% | +$2.27K | 0.2% | 45 |
|
|
2022
Q2 | $212K | Buy |
+2,501
| New | +$212K | 0.18% | 46 |
|