JMG Financial 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 | $447K | Sell |
4,145
-4
| -0.1% | -$431 | 0.01% | 93 |
|
|
2025
Q1 | $493K | Sell |
4,149
-443
| -10% | -$52.7K | 0.02% | 87 |
|
|
2024
Q4 | $494K | Buy |
4,592
+369
| +9% | +$39.7K | 0.02% | 87 |
|
|
2024
Q3 | $495K | Hold |
4,223
| – | – | 0.02% | 88 |
|
|
2024
Q2 | $486K | Hold |
4,223
| – | – | 0.02% | 82 |
|
|
2024
Q1 | $491K | Buy |
4,223
+508
| +14% | +$59.1K | 0.02% | 84 |
|
|
2023
Q4 | $371K | Sell |
3,715
-100
| -3% | -$10K | 0.02% | 95 |
|
|
2023
Q3 | $449K | Hold |
3,815
| – | – | 0.02% | 82 |
|
|
2023
Q2 | $409K | Sell |
3,815
-784
| -17% | -$84.1K | 0.02% | 85 |
|
|
2023
Q1 | $504K | Sell |
4,599
-53
| -1% | -$5.81K | 0.03% | 77 |
|
|
2022
Q4 | $513K | Buy |
4,652
+784
| +20% | +$86.5K | 0.03% | 73 |
|
|
2022
Q3 | $338K | Hold |
3,868
| – | – | 0.02% | 79 |
|
|
2022
Q2 | $331K | Buy |
3,868
+53
| +1% | +$4.54K | 0.02% | 81 |
|
|
2022
Q1 | $315K | Sell |
3,815
-400
| -9% | -$33K | 0.02% | 72 |
|
|
2021
Q4 | $258K | Sell |
4,215
-1,465
| -26% | -$89.7K | 0.01% | 78 |
|
|
2021
Q3 | $334K | Hold |
5,680
| – | – | 0.02% | 70 |
|
|
2021
Q2 | $358K | Sell |
5,680
-798
| -12% | -$50.3K | 0.02% | 67 |
|
|
2021
Q1 | $362K | Buy |
+6,478
| New | +$362K | 0.02% | 61 |
|
|
2020
Q1 | – | Sell |
-3,617
| Closed | -$252K | – | 84 |
|
|
2019
Q4 | $252K | Hold |
3,617
| – | – | 0.02% | 68 |
|
|
2019
Q3 | $255K | Buy |
3,617
+202
| +6% | +$14.2K | 0.03% | 65 |
|
|
2019
Q2 | $262K | Hold |
3,415
| – | – | 0.03% | 63 |
|
|
2019
Q1 | $276K | Hold |
3,415
| – | – | 0.03% | 62 |
|
|
2018
Q4 | $233K | Hold |
3,415
| – | – | 0.03% | 63 |
|
|
2018
Q3 | $290K | Buy |
+3,415
| New | +$290K | 0.03% | 62 |
|