IFS 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 | $22.7K | Sell |
211
-2,216
| -91% | -$239K | 0.02% | 57 |
|
|
2025
Q1 | $289K | Buy |
2,427
+70
| +3% | +$8.33K | 0.23% | 13 |
|
|
2024
Q4 | $254K | Buy |
2,357
+2,216
| +1,572% | +$238K | 0.2% | 14 |
|
|
2024
Q3 | $16.5K | Hold |
141
| – | – | 0.01% | 48 |
|
|
2024
Q2 | $16.2K | Hold |
141
| – | – | 0.01% | 45 |
|
|
2024
Q1 | $16.4K | Hold |
141
| – | – | 0.01% | 44 |
|
|
2023
Q4 | $14.1K | Hold |
141
| – | – | 0.02% | 44 |
|
|
2023
Q3 | $16.6K | Hold |
141
| – | – | 0.03% | 42 |
|
|
2023
Q2 | $15.1K | Hold |
141
| – | – | 0.04% | 41 |
|
|
2023
Q1 | $15.5K | Hold |
141
| – | – | 0.06% | 40 |
|
|
2022
Q4 | $15.6K | Hold |
141
| – | – | 0.03% | 43 |
|
|
2022
Q3 | $12K | Hold |
141
| – | – | 0.02% | 42 |
|
|
2022
Q2 | $12K | Hold |
141
| – | – | 0.03% | 44 |
|
|
2022
Q1 | $11K | Hold |
141
| – | – | 0.01% | 58 |
|
|
2021
Q4 | $8K | Buy |
+141
| New | +$8K | 0.01% | 78 |
|
|
2021
Q1 | – | Sell |
-141
| Closed | -$5K | – | 156 |
|
|
2020
Q4 | $5K | Buy |
+141
| New | +$5K | ﹤0.01% | 129 |
|