Investment Partners Asset Management’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 | $604K | Buy |
5,607
+180
| +3% | +$19.4K | 0.42% | 69 |
|
2025
Q1 | $645K | Sell |
5,427
-458
| -8% | -$54.5K | 0.51% | 60 |
|
2024
Q4 | $633K | Hold |
5,885
| – | – | 0.5% | 55 |
|
2024
Q3 | $690K | Sell |
5,885
-300
| -5% | -$35.2K | 0.57% | 50 |
|
2024
Q2 | $712K | Buy |
6,185
+143
| +2% | +$16.5K | 0.63% | 46 |
|
2024
Q1 | $702K | Buy |
6,042
+76
| +1% | +$8.83K | 0.63% | 47 |
|
2023
Q4 | $596K | Buy |
+5,966
| New | +$596K | 0.59% | 53 |
|