JTC Employer Solutions Trustee’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
$409K Sell
3,789
-17,059
-82% -$1.84M 0.04% 87
2025
Q1
$2.48M Sell
20,848
-270
-1% -$32.1K 0.2% 39
2024
Q4
$2.23M Hold
21,118
0.16% 45
2024
Q3
$2.48M Hold
21,118
0.16% 42
2024
Q2
$2.43M Hold
21,118
0.16% 40
2024
Q1
$2.43M Sell
21,118
-312
-1% -$35.9K 0.15% 42
2023
Q4
$2.15M Buy
21,430
+17,059
+390% +$1.71M 0.19% 46
2023
Q3
$514K Hold
4,371
0.05% 76
2023
Q2
$469K Hold
4,371
0.04% 82
2023
Q1
$479K Sell
4,371
-1,500
-26% -$164K 0.05% 79
2022
Q4
$647K Hold
5,871
0.06% 69
2022
Q3
$513K Buy
5,871
+603
+11% +$52.7K 0.09% 66
2022
Q2
$453K Hold
5,268
0.06% 64
2022
Q1
$435K Hold
5,268
0.05% 72
2021
Q4
$322K Sell
5,268
-1,160
-18% -$70.9K 0.04% 83
2021
Q3
$377K Buy
6,428
+54
+0.8% +$3.17K 0.05% 80
2021
Q2
$402K Buy
+6,374
New +$402K 0.06% 63