Financial Alternatives’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 | $1.02M | Hold |
9,495
| – | – | 0.67% | 28 |
|
|
2025
Q1 | $1.13M | Sell |
9,495
-127
| -1% | -$15.1K | 0.81% | 24 |
|
|
2024
Q4 | $1.04M | Sell |
9,622
-90
| -0.9% | -$9.68K | 0.73% | 25 |
|
|
2024
Q3 | $1.14M | Hold |
9,712
| – | – | 0.8% | 24 |
|
|
2024
Q2 | $1.12M | Sell |
9,712
-233
| -2% | -$26.8K | 0.84% | 23 |
|
|
2024
Q1 | $1.16M | Hold |
9,945
| – | – | 0.89% | 22 |
|
|
2023
Q4 | $994K | Sell |
9,945
-126
| -1% | -$12.6K | 0.84% | 25 |
|
|
2023
Q3 | $1.18M | Hold |
10,071
| – | – | 1.1% | 22 |
|
|
2023
Q2 | $1.08M | Sell |
10,071
-45
| -0.4% | -$4.83K | 0.98% | 24 |
|
|
2023
Q1 | $1.11M | Sell |
10,116
-752
| -7% | -$82.5K | 1.06% | 23 |
|
|
2022
Q4 | $1.2M | Buy |
+10,868
| New | +$1.2M | 1.19% | 21 |
|