Lifeworks 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 | $1.11M | Buy |
10,287
+530
| +5% | +$57.1K | 0.17% | 118 |
|
|
2025
Q1 | $1.16M | Buy |
9,757
+340
| +4% | +$40.4K | 0.19% | 112 |
|
|
2024
Q4 | $1.01M | Buy |
9,417
+668
| +8% | +$71.9K | 0.18% | 116 |
|
|
2024
Q3 | $1.03M | Buy |
8,749
+794
| +10% | +$93.1K | 0.2% | 112 |
|
|
2024
Q2 | $916K | Sell |
7,955
-111
| -1% | -$12.8K | 0.26% | 87 |
|
|
2024
Q1 | $938K | Buy |
8,066
+1,073
| +15% | +$125K | 0.26% | 89 |
|
|
2023
Q4 | $699K | Buy |
6,993
+89
| +1% | +$8.9K | 0.24% | 96 |
|
|
2023
Q3 | $812K | Sell |
6,904
-90
| -1% | -$10.6K | 0.32% | 89 |
|
|
2023
Q2 | $750K | Sell |
6,994
-152
| -2% | -$16.3K | 0.32% | 86 |
|
|
2023
Q1 | $784K | Buy |
7,146
+723
| +11% | +$79.3K | 0.37% | 85 |
|
|
2022
Q4 | $708K | Sell |
6,423
-2,054
| -24% | -$227K | 0.4% | 78 |
|
|
2022
Q3 | $939K | Sell |
8,477
-1,746
| -17% | -$193K | 0.53% | 70 |
|
|
2022
Q2 | $875K | Sell |
10,223
-518
| -5% | -$44.3K | 0.55% | 63 |
|
|
2022
Q1 | $887K | Sell |
10,741
-4,163
| -28% | -$344K | 0.59% | 59 |
|
|
2021
Q4 | $912K | Buy |
+14,904
| New | +$912K | 0.73% | 43 |
|