JBR Co Financial 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
$713K Sell
6,618
-8,530
-56% -$919K 0.35% 55
2025
Q1
$1.8M Buy
15,148
+223
+1% +$26.5K 1.05% 24
2024
Q4
$1.61M Buy
14,925
+90
+0.6% +$9.68K 0.98% 28
2024
Q3
$1.74M Sell
14,835
-38
-0.3% -$4.45K 1.14% 23
2024
Q2
$1.71M Buy
14,873
+315
+2% +$36.3K 1.2% 21
2024
Q1
$1.69M Sell
14,558
-884
-6% -$103K 1.35% 22
2023
Q4
$1.54M Buy
+15,442
New +$1.54M 1.45% 21