Financial Perspectives’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 | $448K | Sell |
4,156
-449
| -10% | -$48.4K | 0.14% | 94 |
|
|
2025
Q1 | $548K | Sell |
4,605
-1,101
| -19% | -$131K | 0.19% | 75 |
|
|
2024
Q4 | $614K | Buy |
5,706
+448
| +9% | +$48.2K | 0.21% | 72 |
|
|
2024
Q3 | $616K | Hold |
5,258
| – | – | 0.21% | 64 |
|
|
2024
Q2 | $605K | Buy |
5,258
+1
| +0% | +$115 | 0.22% | 61 |
|
|
2024
Q1 | $611K | Sell |
5,257
-380
| -7% | -$44.2K | 0.23% | 62 |
|
|
2023
Q4 | $564K | Buy |
5,637
+1
| +0% | +$100 | 0.23% | 62 |
|
|
2023
Q3 | $663K | Sell |
5,636
-198
| -3% | -$23.3K | 0.3% | 53 |
|
|
2023
Q2 | $626K | Buy |
5,834
+5
| +0.1% | +$536 | 0.28% | 57 |
|
|
2023
Q1 | $639K | Buy |
5,829
+5
| +0.1% | +$548 | 0.31% | 53 |
|
|
2022
Q4 | $642K | Buy |
5,824
+5
| +0.1% | +$551 | 0.33% | 52 |
|
|
2022
Q3 | $508K | Buy |
5,819
+6
| +0.1% | +$524 | 0.28% | 54 |
|
|
2022
Q2 | $498K | Buy |
5,813
+5
| +0.1% | +$428 | 0.28% | 55 |
|
|
2022
Q1 | $480K | Buy |
5,808
+354
| +6% | +$29.2K | 0.22% | 67 |
|
|
2021
Q4 | $334K | Hold |
5,454
| – | – | 0.16% | 86 |
|
|
2021
Q3 | $321K | Sell |
5,454
-12
| -0.2% | -$706 | 0.16% | 87 |
|
|
2021
Q2 | $345K | Sell |
5,466
-299,647
| -98% | -$18.9M | 0.17% | 91 |
|
|
2021
Q1 | $5.47M | Buy |
305,113
+299,649
| +5,484% | +$5.37M | 0.27% | 68 |
|
|
2020
Q4 | $225K | Buy |
5,464
+54
| +1% | +$2.23K | 0.13% | 109 |
|
|
2020
Q3 | $186K | Buy |
5,410
+1
| +0% | +$34 | 0.12% | 103 |
|
|
2020
Q2 | $242K | Sell |
5,409
-197
| -4% | -$8.81K | 0.17% | 74 |
|
|
2020
Q1 | $213K | Buy |
5,606
+5
| +0.1% | +$190 | 0.17% | 72 |
|
|
2019
Q4 | $391K | Buy |
+5,601
| New | +$391K | 0.27% | 48 |
|