J.W. Coons 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 | $4.28M | Buy |
39,741
+488
| +1% | +$52.6K | 0.97% | 25 |
|
|
2025
Q1 | $4.67M | Buy |
39,253
+21
| +0.1% | +$2.5K | 1.23% | 18 |
|
|
2024
Q4 | $4.22M | Sell |
39,232
-249
| -0.6% | -$26.8K | 1.08% | 24 |
|
|
2024
Q3 | $4.63M | Buy |
39,481
+226
| +0.6% | +$26.5K | 1.16% | 17 |
|
|
2024
Q2 | $4.52M | Buy |
39,255
+296
| +0.8% | +$34.1K | 1.09% | 16 |
|
|
2024
Q1 | $4.53M | Sell |
38,959
-650
| -2% | -$75.6K | 1.02% | 18 |
|
|
2023
Q4 | $3.96M | Buy |
39,609
+208
| +0.5% | +$20.8K | 1.07% | 19 |
|
|
2023
Q3 | $4.63M | Sell |
39,401
-1,966
| -5% | -$231K | 1.34% | 11 |
|
|
2023
Q2 | $4.44M | Sell |
41,367
-300
| -0.7% | -$32.2K | 1.21% | 15 |
|
|
2023
Q1 | $4.57M | Buy |
41,667
+30
| +0.1% | +$3.29K | 1.31% | 13 |
|
|
2022
Q4 | $4.59M | Buy |
41,637
+4,296
| +12% | +$474K | 1.37% | 12 |
|
|
2022
Q3 | $3.26M | Buy |
37,341
+2,696
| +8% | +$235K | 1.23% | 15 |
|
|
2022
Q2 | $2.97M | Buy |
34,645
+546
| +2% | +$46.8K | 1.05% | 21 |
|
|
2022
Q1 | $2.82M | Buy |
34,099
+1,431
| +4% | +$118K | 0.84% | 34 |
|
|
2021
Q4 | $2M | Buy |
32,668
+440
| +1% | +$26.9K | 0.6% | 47 |
|
|
2021
Q3 | $1.9M | Buy |
32,228
+1,650
| +5% | +$97K | 0.65% | 46 |
|
|
2021
Q2 | $1.93M | Buy |
30,578
+550
| +2% | +$34.7K | 0.68% | 44 |
|
|
2021
Q1 | $1.68M | Sell |
30,028
-2,200
| -7% | -$123K | 0.6% | 47 |
|
|
2020
Q4 | $1.33M | Sell |
32,228
-1,230
| -4% | -$50.6K | 0.51% | 56 |
|
|
2020
Q3 | $1.15M | Sell |
33,458
-2,246
| -6% | -$76.9K | 0.48% | 59 |
|
|
2020
Q2 | $1.59M | Sell |
35,704
-3,715
| -9% | -$166K | 0.71% | 42 |
|
|
2020
Q1 | $1.5M | Buy |
+39,419
| New | +$1.5M | 0.79% | 39 |
|