JSF 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 | $336K | Buy |
3,116
+584
| +23% | +$63K | 0.08% | 97 |
|
|
2025
Q1 | $301K | Buy |
2,532
+31
| +1% | +$3.69K | 0.08% | 100 |
|
|
2024
Q4 | $269K | Buy |
2,501
+120
| +5% | +$12.9K | 0.07% | 108 |
|
|
2024
Q3 | $279K | Buy |
2,381
+4
| +0.2% | +$469 | 0.08% | 97 |
|
|
2024
Q2 | $274K | Buy |
2,377
+4
| +0.2% | +$460 | 0.08% | 97 |
|
|
2024
Q1 | $276K | Buy |
+2,373
| New | +$276K | 0.09% | 95 |
|
|
2023
Q4 | – | Sell |
-7,026
| Closed | -$826K | – | 120 |
|
|
2023
Q3 | $826K | Sell |
7,026
-343
| -5% | -$40.3K | 0.32% | 39 |
|
|
2023
Q2 | $790K | Buy |
7,369
+121
| +2% | +$13K | 0.28% | 47 |
|
|
2023
Q1 | $795K | Buy |
7,248
+5,147
| +245% | +$564K | 0.3% | 48 |
|
|
2022
Q4 | $232K | Sell |
2,101
-1,598
| -43% | -$176K | 0.09% | 101 |
|
|
2022
Q3 | $323K | Buy |
3,699
+72
| +2% | +$6.29K | 0.12% | 85 |
|
|
2022
Q2 | $311K | Buy |
3,627
+18
| +0.5% | +$1.54K | 0.14% | 77 |
|
|
2022
Q1 | $298K | Buy |
3,609
+284
| +9% | +$23.5K | 0.13% | 84 |
|
|
2021
Q4 | $203K | Sell |
3,325
-677
| -17% | -$41.3K | 0.1% | 108 |
|
|
2021
Q3 | $235K | Buy |
4,002
+315
| +9% | +$18.5K | 0.12% | 98 |
|
|
2021
Q2 | $233K | Buy |
+3,687
| New | +$233K | 0.14% | 89 |
|
|
2021
Q1 | – | Sell |
-5,326
| Closed | -$220K | – | 105 |
|
|
2020
Q4 | $220K | Sell |
5,326
-1,681
| -24% | -$69.4K | 0.15% | 81 |
|
|
2020
Q3 | $241K | Buy |
7,007
+1,280
| +22% | +$44K | 0.19% | 56 |
|
|
2020
Q2 | $256K | Sell |
5,727
-2,781
| -33% | -$124K | 0.22% | 50 |
|
|
2020
Q1 | $323K | Sell |
8,508
-363
| -4% | -$13.8K | 0.33% | 43 |
|
|
2019
Q4 | $619K | Sell |
8,871
-1,230
| -12% | -$85.8K | 0.61% | 28 |
|
|
2019
Q3 | $713K | Sell |
10,101
-2,422
| -19% | -$171K | 0.78% | 21 |
|
|
2019
Q2 | $960K | Buy |
12,523
+2,166
| +21% | +$166K | 1.04% | 16 |
|
|
2019
Q1 | $837K | Buy |
10,357
+115
| +1% | +$9.29K | 0.92% | 17 |
|
|
2018
Q4 | $698K | Buy |
+10,242
| New | +$698K | 0.71% | 17 |
|