Financial & Tax Architects’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.1M | Sell |
53,654
-9,779
| -15% | -$1.43M | 2.03% | 10 |
|
|
2025
Q4 | $7.63M | Sell |
63,433
-2,286
| -3% | -$265K | 1.72% | 17 |
|
|
2025
Q3 | $7.41M | Buy |
65,719
+3,428
| +6% | +$381K | 1.64% | 24 |
|
|
2025
Q2 | $6.71M | Buy |
62,291
+2,969
| +5% | +$317K | 1.63% | 22 |
|
|
2025
Q1 | $7.06M | Buy |
59,322
+3,562
| +6% | +$394K | 1.77% | 21 |
|
|
2024
Q4 | $6M | Buy |
55,760
+3,360
| +6% | +$393K | 1.53% | 29 |
|
|
2024
Q3 | $6.14M | Sell |
52,400
-776
| -1% | -$89.6K | 1.58% | 29 |
|
|
2024
Q2 | $6.12M | Buy |
53,176
+1,967
| +4% | +$229K | 1.64% | 19 |
|
|
2024
Q1 | $5.95M | Buy |
51,209
+2,051
| +4% | +$215K | 1.64% | 20 |
|
|
2023
Q4 | $4.91M | Buy |
49,158
+213
| +0.4% | +$22.4K | 1.45% | 33 |
|
|
2023
Q3 | $5.75M | Buy |
48,945
+1,376
| +3% | +$151K | 1.79% | 15 |
|
|
2023
Q2 | $5.1M | Buy |
47,569
+1,386
| +3% | +$151K | 1.57% | 28 |
|
|
2023
Q1 | $5.06M | Buy |
46,183
+1,932
| +4% | +$214K | 1.67% | 21 |
|
|
2022
Q4 | $5.02M | Sell |
44,251
-8,504
| -16% | -$911K | 1.71% | 18 |
|
|
2022
Q3 | $4.61M | Buy |
52,755
+2,742
| +5% | +$250K | 1.73% | 20 |
|
|
2022
Q2 | $4.28M | Sell |
50,013
-5,433
| -10% | -$490K | 1.62% | 26 |
|
|
2022
Q1 | $4.58M | Sell |
55,446
-6,885
| -11% | -$535K | 1.73% | 17 |
|
|
2021
Q4 | $3.81M | Buy |
62,331
+2,291
| +4% | +$143K | 1.56% | 27 |
|
|
2021
Q3 | $3.53M | Buy |
60,040
+3,781
| +7% | +$215K | 1.61% | 19 |
|
|
2021
Q2 | $3.55M | Buy |
56,259
+3,659
| +7% | +$218K | 1.74% | 14 |
|
|
2021
Q1 | $2.94M | Buy |
+52,600
| New | +$2.76M | 1.65% | 15 |
|
Other funds holding XOM
VCM
VPM
