Financial Gravity Asset Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.08M Buy
+9,086
New +$1.08M 0.24% 75
2024
Q2
$105K Sell
911
-1,478
-62% -$170K 0.03% 177
2024
Q1
$261K Sell
2,389
-7,989
-77% -$872K 0.04% 167
2023
Q4
$1.03M Buy
10,378
+1,109
+12% +$110K 0.01% 361
2023
Q3
$914K Buy
9,269
+8,697
+1,520% +$858K 0.01% 368
2023
Q2
$22.6K Buy
572
+46
+9% +$1.82K 0.06% 135
2023
Q1
$13.9K Buy
526
+416
+378% +$11K 0.43% 46
2022
Q4
$11.7K Sell
110
-1,804
-94% -$192K 0.06% 207
2022
Q3
$6.62K Sell
1,914
-150
-7% -$519 0.22% 76
2022
Q2
$6.67K Buy
2,064
+72
+4% +$233 0.21% 94
2022
Q1
$8.85K Buy
1,992
+1,382
+227% +$6.14K 0.25% 92
2021
Q4
$386 Buy
610
+603
+8,614% +$382 0.01% 526
2021
Q3
$59K Sell
7
-1,083
-99% -$9.13M 0.03% 501
2021
Q2
$131K Sell
1,090
-3,067
-74% -$369K 0.05% 282
2021
Q1
$985 Buy
4,157
+4,123
+12,126% +$977 0.02% 296
2020
Q4
$1K Buy
+34
New +$1K ﹤0.01% 465
2020
Q2
Sell
-165
Closed -$4.17K 960
2020
Q1
$4.17K Sell
165
-1,014
-86% -$25.6K 0.01% 346
2019
Q4
$138K Sell
1,179
-235
-17% -$27.5K 0.1% 211
2019
Q3
$100K Buy
1,414
+29
+2% +$2.05K 0.09% 210
2019
Q2
$106K Buy
1,385
+6
+0.4% +$459 0.09% 224
2019
Q1
$113K Buy
+1,379
New +$113K 0.09% 192
2018
Q3
$114K Sell
1,485
-793
-35% -$60.9K 0.12% 191
2018
Q2
$181K Sell
2,278
-661
-22% -$52.5K 0.17% 140
2018
Q1
$226K Buy
+2,939
New +$226K 0.23% 76