Joule Financial’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 | $677K | Sell |
6,276
-11,162
| -64% | -$1.2M | 0.22% | 54 |
|
|
2025
Q1 | $2.07M | Buy |
17,438
+1,101
| +7% | +$131K | 0.73% | 23 |
|
|
2024
Q4 | $1.76M | Buy |
16,337
+9,990
| +157% | +$1.07M | 0.62% | 25 |
|
|
2024
Q3 | $744K | Buy |
6,347
+234
| +4% | +$27.4K | 0.27% | 43 |
|
|
2024
Q2 | $704K | Buy |
6,113
+1,516
| +33% | +$175K | 0.29% | 43 |
|
|
2024
Q1 | $534K | Sell |
4,597
-53
| -1% | -$6.16K | 0.22% | 49 |
|
|
2023
Q4 | $465K | Sell |
4,650
-12
| -0.3% | -$1.2K | 0.22% | 58 |
|
|
2023
Q3 | $548K | Buy |
4,662
+960
| +26% | +$113K | 0.28% | 48 |
|
|
2023
Q2 | $397K | Buy |
3,702
+462
| +14% | +$49.6K | 0.2% | 61 |
|
|
2023
Q1 | $355K | Buy |
3,240
+267
| +9% | +$29.3K | 0.19% | 62 |
|
|
2022
Q4 | $328K | Buy |
+2,973
| New | +$328K | 0.22% | 67 |
|