InceptionR’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 | – | Sell |
-11,482
| Closed | -$1.37M | – | 881 |
|
2025
Q1 | $1.37M | Sell |
11,482
-10,734
| -48% | -$1.28M | 0.41% | 49 |
|
2024
Q4 | $2.39M | Buy |
+22,216
| New | +$2.39M | 0.53% | 3 |
|
2024
Q3 | – | Sell |
-1,967
| Closed | -$226K | – | 905 |
|
2024
Q2 | $226K | Buy |
+1,967
| New | +$226K | 0.06% | 480 |
|
2024
Q1 | – | Sell |
-8,933
| Closed | -$893K | – | 742 |
|
2023
Q4 | $893K | Buy |
8,933
+5,389
| +152% | +$539K | 0.64% | 9 |
|
2023
Q3 | $417K | Buy |
+3,544
| New | +$417K | 0.24% | 183 |
|
2023
Q2 | – | Sell |
-7,542
| Closed | -$827K | – | 634 |
|
2023
Q1 | $827K | Sell |
7,542
-1,320
| -15% | -$145K | 0.27% | 138 |
|
2022
Q4 | $977K | Buy |
+8,862
| New | +$977K | 0.51% | 30 |
|