Holistic Financial Partners’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 | $1.09M | Buy |
10,092
+633
| +7% | +$68.2K | 0.48% | 34 |
|
|
2025
Q1 | $1.12M | Buy |
9,459
+21
| +0.2% | +$2.5K | 0.54% | 27 |
|
|
2024
Q4 | $1.02M | Buy |
9,438
+479
| +5% | +$51.5K | 0.5% | 30 |
|
|
2024
Q3 | $1.05M | Buy |
8,959
+185
| +2% | +$21.7K | 0.51% | 31 |
|
|
2024
Q2 | $1.01M | Buy |
8,774
+718
| +9% | +$82.7K | 0.51% | 30 |
|
|
2024
Q1 | $936K | Buy |
8,056
+452
| +6% | +$52.5K | 0.48% | 32 |
|
|
2023
Q4 | $760K | Buy |
7,604
+1,284
| +20% | +$128K | 0.46% | 32 |
|
|
2023
Q3 | $743K | Buy |
6,320
+135
| +2% | +$15.9K | 0.49% | 31 |
|
|
2023
Q2 | $663K | Buy |
6,185
+135
| +2% | +$14.5K | 0.46% | 33 |
|
|
2023
Q1 | $663K | Buy |
6,050
+50
| +0.8% | +$5.48K | 0.52% | 30 |
|
|
2022
Q4 | $662K | Buy |
+6,000
| New | +$662K | 0.59% | 24 |
|
|
2022
Q3 | – | Sell |
-6,014
| Closed | -$515K | – | 96 |
|
|
2022
Q2 | $515K | Sell |
6,014
-332
| -5% | -$28.4K | 0.49% | 32 |
|
|
2022
Q1 | $524K | Sell |
6,346
-1,467
| -19% | -$121K | 0.33% | 39 |
|
|
2021
Q4 | $478K | Buy |
7,813
+426
| +6% | +$26.1K | 0.28% | 50 |
|
|
2021
Q3 | $435K | Buy |
7,387
+518
| +8% | +$30.5K | 0.27% | 53 |
|
|
2021
Q2 | $433K | Sell |
6,869
-413
| -6% | -$26K | 0.26% | 58 |
|
|
2021
Q1 | $407K | Sell |
7,282
-122
| -2% | -$6.82K | 0.27% | 53 |
|
|
2020
Q4 | $305K | Sell |
7,404
-16
| -0.2% | -$659 | 0.21% | 69 |
|
|
2020
Q3 | $253K | Sell |
7,420
-160
| -2% | -$5.46K | 0.2% | 71 |
|
|
2020
Q2 | $339K | Buy |
7,580
+320
| +4% | +$14.3K | 0.29% | 40 |
|
|
2020
Q1 | $276K | Sell |
7,260
-108
| -1% | -$4.11K | 0.29% | 45 |
|
|
2019
Q4 | $514K | Buy |
7,368
+4
| +0.1% | +$279 | 0.31% | 42 |
|
|
2019
Q3 | $520K | Buy |
7,364
+1,354
| +23% | +$95.6K | 0.46% | 32 |
|
|
2019
Q2 | $461K | Sell |
6,010
-1,256
| -17% | -$96.3K | 0.46% | 29 |
|
|
2019
Q1 | $587K | Sell |
7,266
-533
| -7% | -$43.1K | 0.25% | 46 |
|
|
2018
Q4 | $532K | Buy |
7,799
+180
| +2% | +$12.3K | 0.55% | 24 |
|
|
2018
Q3 | $648K | Buy |
+7,619
| New | +$648K | 0.6% | 24 |
|
|
2018
Q2 | – | Sell |
-7,644
| Closed | -$570K | – | 382 |
|
|
2018
Q1 | $570K | Sell |
7,644
-100
| -1% | -$7.46K | 0.48% | 25 |
|
|
2017
Q4 | $648K | Buy |
+7,744
| New | +$648K | 0.53% | 24 |
|