Financial Engines 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 | $2.77M | Buy |
25,707
+8,972
| +54% | +$967K | 0.01% | 188 |
|
|
2025
Q1 | $1.99M | Buy |
16,735
+1,839
| +12% | +$219K | ﹤0.01% | 192 |
|
|
2024
Q4 | $1.6M | Buy |
14,896
+5,543
| +59% | +$596K | ﹤0.01% | 219 |
|
|
2024
Q3 | $1.1M | Sell |
9,353
-1,373
| -13% | -$161K | ﹤0.01% | 228 |
|
|
2024
Q2 | $1.23M | Buy |
10,726
+99
| +0.9% | +$11.4K | ﹤0.01% | 202 |
|
|
2024
Q1 | $1.24M | Sell |
10,627
-5,582
| -34% | -$649K | ﹤0.01% | 186 |
|
|
2023
Q4 | $1.62M | Buy |
16,209
+3,490
| +27% | +$349K | ﹤0.01% | 156 |
|
|
2023
Q3 | $1.5M | Buy |
12,719
+1,375
| +12% | +$162K | ﹤0.01% | 145 |
|
|
2023
Q2 | $1.22M | Buy |
11,344
+2,314
| +26% | +$248K | ﹤0.01% | 163 |
|
|
2023
Q1 | $990K | Sell |
9,030
-1,137
| -11% | -$125K | ﹤0.01% | 178 |
|
|
2022
Q4 | $1.12M | Sell |
10,167
-1,114
| -10% | -$123K | ﹤0.01% | 160 |
|
|
2022
Q3 | $985K | Buy |
11,281
+4,906
| +77% | +$428K | ﹤0.01% | 159 |
|
|
2022
Q2 | $545K | Buy |
6,375
+3,016
| +90% | +$258K | ﹤0.01% | 195 |
|
|
2022
Q1 | $277K | Sell |
3,359
-875
| -21% | -$72.2K | ﹤0.01% | 264 |
|
|
2021
Q4 | $259K | Sell |
4,234
-3,756
| -47% | -$230K | ﹤0.01% | 243 |
|
|
2021
Q3 | $470K | Sell |
7,990
-2,033
| -20% | -$120K | ﹤0.01% | 174 |
|
|
2021
Q2 | $632K | Sell |
10,023
-3,310
| -25% | -$209K | ﹤0.01% | 124 |
|
|
2021
Q1 | $744K | Buy |
13,333
+1,247
| +10% | +$69.6K | ﹤0.01% | 139 |
|
|
2020
Q4 | $498K | Sell |
12,086
-483
| -4% | -$19.9K | ﹤0.01% | 162 |
|
|
2020
Q3 | $431K | Buy |
12,569
+1,156
| +10% | +$39.6K | ﹤0.01% | 164 |
|
|
2020
Q2 | $510K | Buy |
+11,413
| New | +$510K | ﹤0.01% | 136 |
|
|
2018
Q4 | – | Sell |
-381
| Closed | -$32K | – | 183 |
|
|
2018
Q3 | $32K | Buy |
+381
| New | +$32K | ﹤0.01% | 71 |
|