Flagstone Financial 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
Q2
$720K Sell
6,680
-376
-5% -$40.5K 0.21% 31
2025
Q1
$839K Sell
7,056
-110
-2% -$13.1K 0.27% 24
2024
Q4
$771K Buy
7,166
+1,095
+18% +$118K 0.26% 27
2024
Q3
$712K Buy
6,071
+104
+2% +$12.2K 0.24% 25
2024
Q2
$687K Hold
5,967
0.26% 24
2024
Q1
$694K Hold
5,967
0.27% 25
2023
Q4
$597K Hold
5,967
0.24% 26
2023
Q3
$702K Sell
5,967
-4,685
-44% -$551K 0.32% 23
2023
Q2
$1.14M Buy
10,652
+175
+2% +$18.8K 0.54% 19
2023
Q1
$1.15M Hold
10,477
0.57% 17
2022
Q4
$1.16M Buy
+10,477
New +$1.16M 0.7% 16