IAM Advisory’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 | $499K | Buy |
4,628
+9
| +0.2% | +$970 | 0.12% | 73 |
|
|
2025
Q1 | $549K | Sell |
4,619
-323
| -7% | -$38.4K | 0.14% | 71 |
|
|
2024
Q4 | $532K | Buy |
4,942
+11
| +0.2% | +$1.18K | 0.13% | 74 |
|
|
2024
Q3 | $578K | Sell |
4,931
-45
| -0.9% | -$5.28K | 0.15% | 73 |
|
|
2024
Q2 | $573K | Buy |
4,976
+1
| +0% | +$115 | 0.16% | 68 |
|
|
2024
Q1 | $578K | Buy |
4,975
+71
| +1% | +$8.25K | 0.16% | 70 |
|
|
2023
Q4 | $490K | Sell |
4,904
-35
| -0.7% | -$3.5K | 0.15% | 67 |
|
|
2023
Q3 | $581K | Buy |
4,939
+297
| +6% | +$34.9K | 0.2% | 60 |
|
|
2023
Q2 | $498K | Buy |
4,642
+320
| +7% | +$34.3K | 0.17% | 61 |
|
|
2023
Q1 | $474K | Sell |
4,322
-165
| -4% | -$18.1K | 0.16% | 67 |
|
|
2022
Q4 | $495K | Sell |
4,487
-8,863
| -66% | -$978K | 0.18% | 62 |
|
|
2022
Q3 | $1.17M | Buy |
13,350
+1,945
| +17% | +$170K | 0.49% | 32 |
|
|
2022
Q2 | $977K | Buy |
11,405
+22
| +0.2% | +$1.89K | 0.4% | 41 |
|
|
2022
Q1 | $940K | Buy |
11,383
+1,180
| +12% | +$97.4K | 0.38% | 42 |
|
|
2021
Q4 | $699K | Sell |
10,203
-994
| -9% | -$68.1K | 0.28% | 52 |
|
|
2021
Q3 | $689K | Buy |
+11,197
| New | +$689K | 0.29% | 52 |
|
|
2021
Q2 | – | Sell |
-11,232
| Closed | -$661K | – | 108 |
|
|
2021
Q1 | $661K | Buy |
11,232
+188
| +2% | +$11.1K | 0.29% | 50 |
|
|
2020
Q4 | $524K | Buy |
+11,044
| New | +$524K | 0.26% | 50 |
|