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 | $2.22M | Sell |
20,640
-539
| -3% | -$58.1K | 0.41% | 17 |
|
|
2025
Q1 | $2.52M | Hold |
21,179
| – | – | 0.5% | 16 |
|
|
2024
Q4 | $2.28M | Hold |
21,179
| – | – | 0.44% | 17 |
|
|
2024
Q3 | $2.48M | Hold |
21,179
| – | – | 0.47% | 17 |
|
|
2024
Q2 | $2.44M | Sell |
21,179
-580
| -3% | -$66.8K | 0.5% | 16 |
|
|
2024
Q1 | $2.53M | Hold |
21,759
| – | – | 0.52% | 15 |
|
|
2023
Q4 | $2.18M | Sell |
21,759
-50
| -0.2% | -$5K | 0.49% | 16 |
|
|
2023
Q3 | $2.56M | Sell |
21,809
-528
| -2% | -$62.1K | 0.63% | 14 |
|
|
2023
Q2 | $2.4M | Sell |
22,337
-567
| -2% | -$60.8K | 0.57% | 16 |
|
|
2023
Q1 | $2.51M | Hold |
22,904
| – | – | 0.64% | 14 |
|
|
2022
Q4 | $2.53M | Sell |
22,904
-533
| -2% | -$58.8K | 0.69% | 14 |
|
|
2022
Q3 | $2.31M | Sell |
23,437
-100
| -0.4% | -$9.84K | 0.8% | 15 |
|
|
2022
Q2 | $2.02M | Sell |
23,537
-30
| -0.1% | -$2.57K | 0.71% | 15 |
|
|
2022
Q1 | $1.95M | Sell |
23,567
-37
| -0.2% | -$3.06K | 0.61% | 16 |
|
|
2021
Q4 | $1.44M | Sell |
23,604
-547
| -2% | -$33.5K | 0.44% | 17 |
|
|
2021
Q3 | $1.42M | Buy |
24,151
+643
| +3% | +$37.8K | 0.48% | 16 |
|
|
2021
Q2 | $1.48M | Sell |
23,508
-2,705
| -10% | -$171K | 0.52% | 16 |
|
|
2021
Q1 | $1.46M | Buy |
26,213
+61
| +0.2% | +$3.41K | 0.58% | 16 |
|
|
2020
Q4 | $1.08M | Buy |
26,152
+647
| +3% | +$26.7K | 0.48% | 16 |
|
|
2020
Q3 | $876K | Buy |
25,505
+126
| +0.5% | +$4.33K | 0.46% | 16 |
|
|
2020
Q2 | $1.14M | Sell |
25,379
-71
| -0.3% | -$3.18K | 0.63% | 13 |
|
|
2020
Q1 | $966K | Buy |
25,450
+112
| +0.4% | +$4.25K | 0.65% | 13 |
|
|
2019
Q4 | $1.77M | Sell |
25,338
-546
| -2% | -$38.1K | 1% | 10 |
|
|
2019
Q3 | $1.83M | Buy |
25,884
+12
| +0% | +$847 | 1.12% | 10 |
|
|
2019
Q2 | $1.98M | Sell |
25,872
-4,931
| -16% | -$378K | 1.27% | 8 |
|
|
2019
Q1 | $2.49M | Sell |
30,803
-390
| -1% | -$31.5K | 1.7% | 7 |
|
|
2018
Q4 | $2.13M | Buy |
+31,193
| New | +$2.13M | 1.73% | 7 |
|