Financial & Tax Architects’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 | $6.71M | Buy |
62,291
+2,969
| +5% | +$320K | 1.63% | 22 |
|
|
2025
Q1 | $7.06M | Buy |
59,322
+3,562
| +6% | +$424K | 1.77% | 21 |
|
|
2024
Q4 | $6M | Buy |
55,760
+3,360
| +6% | +$361K | 1.53% | 29 |
|
|
2024
Q3 | $6.14M | Sell |
52,400
-776
| -1% | -$91K | 1.58% | 29 |
|
|
2024
Q2 | $6.12M | Buy |
53,176
+1,967
| +4% | +$226K | 1.64% | 19 |
|
|
2024
Q1 | $5.95M | Buy |
51,209
+2,051
| +4% | +$238K | 1.64% | 20 |
|
|
2023
Q4 | $4.91M | Buy |
49,158
+213
| +0.4% | +$21.3K | 1.45% | 33 |
|
|
2023
Q3 | $5.75M | Buy |
48,945
+1,376
| +3% | +$162K | 1.79% | 15 |
|
|
2023
Q2 | $5.1M | Buy |
47,569
+1,386
| +3% | +$149K | 1.57% | 28 |
|
|
2023
Q1 | $5.06M | Buy |
46,183
+1,932
| +4% | +$212K | 1.67% | 21 |
|
|
2022
Q4 | $5.02M | Sell |
44,251
-8,504
| -16% | -$964K | 1.71% | 18 |
|
|
2022
Q3 | $4.61M | Buy |
52,755
+2,742
| +5% | +$239K | 1.73% | 20 |
|
|
2022
Q2 | $4.28M | Sell |
50,013
-5,433
| -10% | -$465K | 1.62% | 26 |
|
|
2022
Q1 | $4.58M | Sell |
55,446
-6,885
| -11% | -$569K | 1.73% | 17 |
|
|
2021
Q4 | $3.81M | Buy |
62,331
+2,291
| +4% | +$140K | 1.56% | 27 |
|
|
2021
Q3 | $3.53M | Buy |
60,040
+3,781
| +7% | +$222K | 1.61% | 19 |
|
|
2021
Q2 | $3.55M | Buy |
56,259
+3,659
| +7% | +$231K | 1.74% | 14 |
|
|
2021
Q1 | $2.94M | Buy |
+52,600
| New | +$2.94M | 1.65% | 15 |
|