FRG Family 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 | $1.24M | Buy |
11,545
+470
| +4% | +$50.7K | 0.22% | 73 |
|
|
2025
Q1 | $1.32M | Sell |
11,075
-2,130
| -16% | -$253K | 0.25% | 62 |
|
|
2024
Q4 | $1.42M | Hold |
13,205
| – | – | 0.26% | 58 |
|
|
2024
Q3 | $1.55M | Hold |
13,205
| – | – | 0.28% | 57 |
|
|
2024
Q2 | $1.51M | Buy |
13,205
+1,926
| +17% | +$220K | 0.29% | 55 |
|
|
2024
Q1 | $1.33M | Buy |
11,279
+2,105
| +23% | +$249K | 0.26% | 60 |
|
|
2023
Q4 | $917K | Hold |
9,174
| – | – | 0.19% | 79 |
|
|
2023
Q3 | $1.08M | Sell |
9,174
-50
| -0.5% | -$5.88K | 0.24% | 69 |
|
|
2023
Q2 | $989K | Buy |
9,224
+1,225
| +15% | +$131K | 0.22% | 77 |
|
|
2023
Q1 | $877K | Sell |
7,999
-840
| -10% | -$92.1K | 0.2% | 82 |
|
|
2022
Q4 | $975K | Hold |
8,839
| – | – | 0.23% | 80 |
|
|
2022
Q3 | $772K | Hold |
8,839
| – | – | 0.19% | 83 |
|
|
2022
Q2 | $757K | Hold |
8,839
| – | – | 0.17% | 87 |
|
|
2022
Q1 | $730K | Buy |
8,839
+1,328
| +18% | +$110K | 0.14% | 90 |
|
|
2021
Q4 | $460K | Buy |
7,511
+480
| +7% | +$29.4K | 0.09% | 109 |
|
|
2021
Q3 | $414K | Buy |
7,031
+370
| +6% | +$21.8K | 0.08% | 106 |
|
|
2021
Q2 | $420K | Sell |
6,661
-44
| -0.7% | -$2.77K | 0.08% | 106 |
|
|
2021
Q1 | $374K | Sell |
6,705
-2,266
| -25% | -$126K | 0.08% | 108 |
|
|
2020
Q4 | $370K | Sell |
8,971
-6,942
| -44% | -$286K | 0.08% | 106 |
|
|
2020
Q3 | $546K | Sell |
15,913
-5,100
| -24% | -$175K | 0.13% | 90 |
|
|
2020
Q2 | $940K | Sell |
21,013
-1,715
| -8% | -$76.7K | 0.25% | 65 |
|
|
2020
Q1 | $863K | Sell |
22,728
-6,225
| -22% | -$236K | 0.26% | 66 |
|
|
2019
Q4 | $2.02M | Sell |
28,953
-15,737
| -35% | -$1.1M | 0.49% | 51 |
|
|
2019
Q3 | $3.16M | Sell |
44,690
-2,364
| -5% | -$167K | 0.81% | 35 |
|
|
2019
Q2 | $3.61M | Sell |
47,054
-270
| -0.6% | -$20.7K | 0.95% | 34 |
|
|
2019
Q1 | $3.82M | Buy |
47,324
+9,491
| +25% | +$767K | 1.08% | 30 |
|
|
2018
Q4 | $2.58M | Sell |
37,833
-6,030
| -14% | -$411K | 0.84% | 36 |
|
|
2018
Q3 | $3.73M | Buy |
43,863
+3,852
| +10% | +$327K | 1.02% | 27 |
|
|
2018
Q2 | $3.31M | Buy |
40,011
+2,754
| +7% | +$228K | 0.99% | 26 |
|
|
2018
Q1 | $2.78M | Sell |
37,257
-619
| -2% | -$46.2K | 0.92% | 38 |
|
|
2017
Q4 | $3.17M | Sell |
37,876
-57
| -0.2% | -$4.77K | 1.02% | 31 |
|
|
2017
Q3 | $3.11M | Buy |
37,933
+90
| +0.2% | +$7.38K | 1.07% | 29 |
|
|
2017
Q2 | $3.06M | Buy |
37,843
+965
| +3% | +$77.9K | 1.13% | 25 |
|
|
2017
Q1 | $3.09M | Buy |
36,878
+1,112
| +3% | +$93.1K | 1.2% | 24 |
|
|
2016
Q4 | $3.23M | Buy |
35,766
+2,577
| +8% | +$233K | 1.35% | 21 |
|
|
2016
Q3 | $2.9M | Buy |
33,189
+130
| +0.4% | +$11.3K | 1.3% | 22 |
|
|
2016
Q2 | $3.1M | Buy |
33,059
+736
| +2% | +$69K | 1.4% | 20 |
|
|
2016
Q1 | $2.73M | Sell |
32,323
-1,237
| -4% | -$105K | 1.32% | 20 |
|
|
2015
Q4 | $2.62M | Buy |
+33,560
| New | +$2.62M | 1.27% | 21 |
|