Laffer Tengler Investments’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
$256K Buy
2,373
+55
+2% +$5.93K 0.05% 147
2025
Q1
$276K Sell
2,318
-658
-22% -$78.3K 0.06% 114
2024
Q4
$320K Hold
2,976
0.06% 110
2024
Q3
$349K Sell
2,976
-116
-4% -$13.6K 0.07% 133
2024
Q2
$356K Buy
3,092
+116
+4% +$13.4K 0.08% 132
2024
Q1
$346K Sell
2,976
-84
-3% -$9.76K 0.09% 120
2023
Q4
$306K Buy
3,060
+84
+3% +$8.4K 0.08% 121
2023
Q3
$350K Hold
2,976
0.1% 115
2023
Q2
$319K Hold
2,976
0.08% 166
2023
Q1
$326K Sell
2,976
-1,323
-31% -$145K 0.09% 162
2022
Q4
$474K Buy
4,299
+1,323
+44% +$146K 0.14% 143
2022
Q3
$260K Hold
2,976
0.1% 158
2022
Q2
$255K Hold
2,976
0.09% 161
2022
Q1
$246K Hold
2,976
0.07% 174
2021
Q4
$182K Hold
2,976
0.05% 211
2021
Q3
$175K Buy
+2,976
New +$175K 0.05% 228
2021
Q2
Sell
-2,976
Closed -$166K 404
2021
Q1
$166K Hold
2,976
0.06% 175
2020
Q4
$124K Sell
2,976
-212
-7% -$8.82K 0.05% 185
2020
Q3
$109K Buy
3,188
+925
+41% +$31.8K 0.05% 167
2020
Q2
$101K Buy
+2,263
New +$101K 0.06% 156
2016
Q4
Sell
-68,768
Closed -$6M 299
2016
Q3
$6M Hold
68,768
1.67% 4
2016
Q2
$6.45M Buy
+68,768
New +$6.45M 1.83% 4
2015
Q2
Sell
-100
Closed -$8.5K 255
2015
Q1
$8.5K Buy
+100
New +$8.5K ﹤0.01% 202
2014
Q4
Sell
-100
Closed -$9.41K 202
2014
Q3
$9.41K Hold
100
﹤0.01% 210
2014
Q2
$10.1K Sell
100
-100
-50% -$10.1K ﹤0.01% 201
2014
Q1
$19.5K Hold
200
﹤0.01% 213
2013
Q4
$20.2K Buy
+200
New +$20.2K ﹤0.01% 214
2013
Q3
Sell
-29,035
Closed -$2.62M 194
2013
Q2
$2.62M Buy
+29,035
New +$2.62M 0.51% 78