Forum 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 | $9.36M | Sell |
86,812
-686
| -0.8% | -$74K | 0.14% | 35 |
|
|
2025
Q1 | $10.4M | Buy |
87,498
+299
| +0.3% | +$35.6K | 0.17% | 34 |
|
|
2024
Q4 | $9.38M | Buy |
87,199
+8,794
| +11% | +$946K | 0.16% | 39 |
|
|
2024
Q3 | $9.19M | Buy |
78,405
+1,504
| +2% | +$176K | 0.15% | 36 |
|
|
2024
Q2 | $8.85M | Buy |
76,901
+7,478
| +11% | +$861K | 0.16% | 35 |
|
|
2024
Q1 | $8.07M | Sell |
69,423
-795
| -1% | -$92.4K | 0.14% | 41 |
|
|
2023
Q4 | $7.02M | Buy |
70,218
+1,224
| +2% | +$122K | 0.13% | 39 |
|
|
2023
Q3 | $8.11M | Buy |
68,994
+1,396
| +2% | +$164K | 0.18% | 29 |
|
|
2023
Q2 | $7.25M | Buy |
67,598
+1,692
| +3% | +$181K | 0.16% | 31 |
|
|
2023
Q1 | $7.23M | Sell |
65,906
-369
| -0.6% | -$40.5K | 0.21% | 29 |
|
|
2022
Q4 | $7.31M | Buy |
66,275
+5,429
| +9% | +$599K | 0.24% | 26 |
|
|
2022
Q3 | $5.31M | Sell |
60,846
-8,349
| -12% | -$729K | 0.26% | 29 |
|
|
2022
Q2 | $5.93M | Sell |
69,195
-709
| -1% | -$60.7K | 0.3% | 21 |
|
|
2022
Q1 | $5.77M | Sell |
69,904
-469
| -0.7% | -$38.7K | 0.28% | 20 |
|
|
2021
Q4 | $4.31M | Buy |
+70,373
| New | +$4.31M | 0.22% | 27 |
|