FOCUS Wealth Advisors’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 | $1.32M | Sell |
12,284
-80
| -0.6% | -$8.62K | 0.69% | 34 |
|
|
2025
Q1 | $1.47M | Buy |
12,364
+80
| +0.7% | +$9.51K | 0.81% | 32 |
|
|
2024
Q4 | $1.32M | Hold |
12,284
| – | – | 0.7% | 33 |
|
|
2024
Q3 | $1.44M | Hold |
12,284
| – | – | 0.72% | 34 |
|
|
2024
Q2 | $1.41M | Buy |
12,284
+221
| +2% | +$25.4K | 0.73% | 34 |
|
|
2024
Q1 | $1.4M | Hold |
12,063
| – | – | 0.75% | 34 |
|
|
2023
Q4 | $1.21M | Sell |
12,063
-21
| -0.2% | -$2.1K | 0.76% | 34 |
|
|
2023
Q3 | $1.42M | Buy |
12,084
+21
| +0.2% | +$2.47K | 0.99% | 29 |
|
|
2023
Q2 | $1.29M | Sell |
12,063
-70
| -0.6% | -$7.51K | 0.88% | 33 |
|
|
2023
Q1 | $1.33M | Buy |
+12,133
| New | +$1.33M | 0.87% | 32 |
|
|
2021
Q2 | – | Sell |
-10,128
| Closed | -$581K | – | 44 |
|
|
2021
Q1 | $581K | Buy |
+10,128
| New | +$581K | 0.43% | 31 |
|