Helen Stephens Group’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 | $4.93M | Buy |
45,735
+3,983
| +10% | +$429K | 1.22% | 18 |
|
|
2025
Q1 | $4.97M | Buy |
41,752
+115
| +0.3% | +$13.7K | 1.41% | 16 |
|
|
2024
Q4 | $4.48M | Buy |
41,637
+2,825
| +7% | +$304K | 1.33% | 17 |
|
|
2024
Q3 | $4.55M | Sell |
38,812
-443
| -1% | -$51.9K | 1.38% | 17 |
|
|
2024
Q2 | $4.52M | Buy |
39,255
+149
| +0.4% | +$17.2K | 1.56% | 17 |
|
|
2024
Q1 | $4.55M | Buy |
39,106
+2,291
| +6% | +$266K | 1.76% | 16 |
|
|
2023
Q4 | $3.68M | Buy |
36,815
+495
| +1% | +$49.5K | 1.65% | 16 |
|
|
2023
Q3 | $4.27M | Sell |
36,320
-1,441
| -4% | -$169K | 2.21% | 13 |
|
|
2023
Q2 | $4.05M | Buy |
37,761
+23
| +0.1% | +$2.47K | 2.05% | 14 |
|
|
2023
Q1 | $4.14M | Buy |
37,738
+4,307
| +13% | +$472K | 2.15% | 13 |
|
|
2022
Q4 | $3.69M | Buy |
33,431
+18
| +0.1% | +$1.99K | 2.2% | 13 |
|
|
2022
Q3 | $2.92M | Buy |
33,413
+21
| +0.1% | +$1.83K | 2.04% | 17 |
|
|
2022
Q2 | $2.86M | Buy |
33,392
+20
| +0.1% | +$1.71K | 2.03% | 14 |
|
|
2022
Q1 | $2.76M | Sell |
33,372
-134
| -0.4% | -$11.1K | 1.9% | 13 |
|
|
2021
Q4 | $2.05M | Buy |
+33,506
| New | +$2.05M | 1.64% | 13 |
|