Investmark Advisory 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
$577K Buy
5,349
+81
+2% +$8.73K 0.27% 67
2025
Q1
$627K Sell
5,268
-59
-1% -$7.02K 0.31% 56
2024
Q4
$573K Sell
5,327
-596
-10% -$64.1K 0.28% 61
2024
Q3
$694K Buy
5,923
+75
+1% +$8.79K 0.34% 55
2024
Q2
$673K Buy
5,848
+9
+0.2% +$1.04K 0.36% 55
2024
Q1
$679K Sell
5,839
-140
-2% -$16.3K 0.37% 56
2023
Q4
$598K Buy
5,979
+40
+0.7% +$4K 0.35% 58
2023
Q3
$698K Sell
5,939
-19
-0.3% -$2.23K 0.47% 46
2023
Q2
$639K Buy
5,958
+223
+4% +$23.9K 0.43% 47
2023
Q1
$629K Buy
5,735
+14
+0.2% +$1.54K 0.46% 47
2022
Q4
$631K Buy
5,721
+138
+2% +$15.2K 0.47% 48
2022
Q3
$487K Buy
5,583
+622
+13% +$54.3K 0.44% 45
2022
Q2
$424K Sell
4,961
-1,195
-19% -$102K 0.42% 43
2022
Q1
$508K Sell
6,156
-149
-2% -$12.3K 0.52% 38
2021
Q4
$385K Buy
+6,305
New +$385K 0.36% 48