LifePlan Investment Advisors’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 | $508K | Sell |
4,711
-43
| -0.9% | -$4.64K | 0.25% | 70 |
|
|
2025
Q1 | $565K | Sell |
4,754
-7
| -0.1% | -$833 | 0.33% | 66 |
|
|
2024
Q4 | $512K | Hold |
4,761
| – | – | 0.32% | 61 |
|
|
2024
Q3 | $558K | Sell |
4,761
-22
| -0.5% | -$2.58K | 0.36% | 53 |
|
|
2024
Q2 | $551K | Buy |
4,783
+91
| +2% | +$10.5K | 0.4% | 52 |
|
|
2024
Q1 | $545K | Buy |
4,692
+137
| +3% | +$15.9K | 0.43% | 47 |
|
|
2023
Q4 | $455K | Buy |
4,555
+455
| +11% | +$45.5K | 0.42% | 44 |
|
|
2023
Q3 | $482K | Buy |
4,100
+55
| +1% | +$6.47K | 0.51% | 36 |
|
|
2023
Q2 | $434K | Buy |
+4,045
| New | +$434K | 0.49% | 35 |
|