Investment 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
$1.37M Buy
12,737
+270
+2% +$29.1K 0.42% 55
2025
Q1
$1.48M Buy
12,467
+124
+1% +$14.7K 0.5% 49
2024
Q4
$1.33M Sell
12,343
-431
-3% -$46.4K 0.44% 52
2024
Q3
$1.5M Sell
12,774
-361
-3% -$42.3K 0.52% 48
2024
Q2
$1.51M Sell
13,135
-101
-0.8% -$11.6K 0.58% 42
2024
Q1
$1.54M Sell
13,236
-366
-3% -$42.5K 0.64% 39
2023
Q4
$1.36M Buy
13,602
+1,767
+15% +$177K 0.63% 42
2023
Q3
$1.39M Buy
11,835
+126
+1% +$14.8K 0.72% 38
2023
Q2
$1.26M Sell
11,709
-77
-0.7% -$8.26K 0.64% 41
2023
Q1
$1.29M Sell
11,786
-2,888
-20% -$317K 0.74% 36
2022
Q4
$1.62M Buy
14,674
+8
+0.1% +$882 0.99% 28
2022
Q3
$1.28M Sell
14,666
-108
-0.7% -$9.43K 0.89% 32
2022
Q2
$1.26M Buy
14,774
+119
+0.8% +$10.2K 0.86% 31
2022
Q1
$1.21M Buy
14,655
+132
+0.9% +$10.9K 0.73% 34
2021
Q4
$1.14M Buy
+14,523
New +$1.14M 0.73% 34