GFPC
Global Financial Private Client’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
20,662
+60
| +0.3% | +$6.47K | 0.84% | 27 |
|
|
2025
Q1 | $2.45M | Buy |
20,602
+183
| +0.9% | +$21.8K | 0.94% | 20 |
|
|
2024
Q4 | $2.2M | Buy |
20,419
+179
| +0.9% | +$19.3K | 0.82% | 20 |
|
|
2024
Q3 | $2.37M | Buy |
20,240
+131
| +0.7% | +$15.4K | 0.93% | 16 |
|
|
2024
Q2 | $2.32M | Sell |
20,109
-632
| -3% | -$72.8K | 0.97% | 17 |
|
|
2024
Q1 | $2.43M | Buy |
20,741
+253
| +1% | +$29.6K | 1.04% | 15 |
|
|
2023
Q4 | $2.05M | Buy |
20,488
+553
| +3% | +$55.3K | 0.96% | 17 |
|
|
2023
Q3 | $2.31M | Sell |
19,935
-570
| -3% | -$65.9K | 1.19% | 16 |
|
|
2023
Q2 | $2.2M | Sell |
20,505
-613
| -3% | -$65.9K | 1.08% | 18 |
|
|
2023
Q1 | $2.45M | Buy |
21,118
+1,264
| +6% | +$147K | 1.26% | 15 |
|
|
2022
Q4 | $2.19M | Buy |
19,854
+1,185
| +6% | +$131K | 1.23% | 18 |
|
|
2022
Q3 | $1.72M | Buy |
18,669
+475
| +3% | +$43.7K | 0.99% | 22 |
|
|
2022
Q2 | $1.59M | Buy |
18,194
+462
| +3% | +$40.4K | 0.9% | 27 |
|
|
2022
Q1 | $1.47M | Buy |
17,732
+2,557
| +17% | +$213K | 0.71% | 31 |
|
|
2021
Q4 | $929K | Sell |
15,175
-1,445
| -9% | -$88.4K | 0.45% | 52 |
|
|
2021
Q3 | $1.01M | Buy |
16,620
+524
| +3% | +$31.9K | 0.52% | 48 |
|
|
2021
Q2 | $1.02M | Buy |
16,096
+1,788
| +12% | +$113K | 0.57% | 43 |
|
|
2021
Q1 | $821K | Buy |
14,308
+62
| +0.4% | +$3.56K | 0.59% | 41 |
|
|
2020
Q4 | $587K | Sell |
14,246
-2,161
| -13% | -$89.1K | 0.47% | 48 |
|
|
2020
Q3 | $544K | Sell |
16,407
-2,895
| -15% | -$95.9K | 0.47% | 47 |
|
|
2020
Q2 | $844K | Buy |
19,302
+76
| +0.4% | +$3.32K | 0.73% | 29 |
|
|
2020
Q1 | $722K | Buy |
19,226
+7,840
| +69% | +$294K | 0.76% | 25 |
|
|
2019
Q4 | $795K | Buy |
+11,386
| New | +$795K | 0.67% | 30 |
|