Financial Partners Capital Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.83M Sell
16,604
-260
-2% -$28.7K 0.41% 61
2022
Q3
$1.47M Hold
16,864
0.35% 68
2022
Q2
$1.44M Sell
16,864
-600
-3% -$51.4K 0.31% 74
2022
Q1
$1.44M Buy
17,464
+70
+0.4% +$5.78K 0.27% 75
2021
Q4
$1.06M Sell
17,394
-800
-4% -$49K 0.19% 84
2021
Q3
$1.07M Sell
18,194
-1,148
-6% -$67.5K 0.2% 76
2021
Q2
$1.22M Sell
19,342
-900
-4% -$56.8K 0.22% 69
2021
Q1
$1.13M Buy
20,242
+1,460
+8% +$81.5K 0.23% 64
2020
Q4
$774K Sell
18,782
-950
-5% -$39.2K 0.18% 64
2020
Q3
$677K Sell
19,732
-1,447
-7% -$49.7K 0.18% 61
2020
Q2
$947K Sell
21,179
-325
-2% -$14.5K 0.27% 50
2020
Q1
$817K Buy
+21,504
New +$817K 0.26% 53
2018
Q4
$1.24M Sell
18,163
-195
-1% -$13.3K 0.41% 47
2018
Q3
$1.56M Sell
18,358
-75
-0.4% -$6.38K 0.44% 44
2018
Q2
$1.53M Buy
18,433
+130
+0.7% +$10.8K 0.46% 45
2018
Q1
$1.37M Hold
18,303
0.41% 47
2017
Q4
$1.53M Sell
18,303
-60
-0.3% -$5.02K 0.28% 72
2017
Q3
$1.51M Hold
18,363
0.29% 72
2017
Q2
$1.48M Sell
18,363
-2,300
-11% -$186K 0.31% 64
2017
Q1
$1.7M Hold
20,663
0.37% 60
2016
Q4
$1.87M Sell
20,663
-120
-0.6% -$10.8K 0.45% 58
2016
Q3
$1.81M Sell
20,783
-200
-1% -$17.4K 0.46% 57
2016
Q2
$1.97M Hold
20,983
0.53% 52
2016
Q1
$1.75M Hold
20,983
0.43% 58
2015
Q4
$1.64M Hold
20,983
0.39% 62
2015
Q3
$1.56M Hold
20,983
0.39% 64
2015
Q2
$1.75M Hold
20,983
0.43% 63
2015
Q1
$1.78M Hold
20,983
0.45% 64
2014
Q4
$1.94M Sell
20,983
-2,180
-9% -$202K 0.53% 60
2014
Q3
$2.18M Sell
23,163
-1,436
-6% -$135K 0.63% 53
2014
Q2
$2.48M Sell
24,599
-968
-4% -$97.5K 0.76% 48
2014
Q1
$2.5M Hold
25,567
0.81% 48
2013
Q4
$2.59M Sell
25,567
-150
-0.6% -$15.2K 0.85% 43
2013
Q3
$2.21M Sell
25,717
-125
-0.5% -$10.8K 0.88% 39
2013
Q2
$2.34M Buy
+25,842
New +$2.34M 1.05% 36