Glass Jacobson Investment 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 | $77.3K | Sell |
717
-12,082
| -94% | -$1.3M | 0.03% | 249 |
|
|
2025
Q1 | $1.38M | Hold |
12,799
| – | – | 0.45% | 69 |
|
|
2024
Q4 | $1.38M | Buy |
12,799
+114
| +0.9% | +$12.3K | 0.45% | 69 |
|
|
2024
Q3 | $1.49M | Sell |
12,685
-115
| -0.9% | -$13.5K | 0.49% | 65 |
|
|
2024
Q2 | $1.47M | Buy |
12,800
+19
| +0.1% | +$2.19K | 0.54% | 61 |
|
|
2024
Q1 | $1.49M | Sell |
12,781
-727
| -5% | -$84.5K | 0.56% | 56 |
|
|
2023
Q4 | $1.35M | Sell |
13,508
-423
| -3% | -$42.3K | 0.55% | 57 |
|
|
2023
Q3 | $1.64M | Sell |
13,931
-102
| -0.7% | -$12K | 0.75% | 39 |
|
|
2023
Q2 | $1.5M | Buy |
+14,033
| New | +$1.5M | 0.69% | 40 |
|
|
2022
Q4 | $1.58M | Buy |
+14,308
| New | +$1.58M | 0.78% | 33 |
|