Mason & Associates (California)’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
$1.32M Hold
12,291
0.31% 46
2025
Q1
$1.46M Sell
12,291
-50
-0.4% -$5.95K 0.36% 41
2024
Q4
$1.33M Buy
12,341
+232
+2% +$25K 0.31% 47
2024
Q3
$1.42M Sell
12,109
-188
-2% -$22K 0.35% 41
2024
Q2
$1.42M Buy
12,297
+120
+1% +$13.8K 0.38% 38
2024
Q1
$1.42M Sell
12,177
-9
-0.1% -$1.05K 0.38% 35
2023
Q4
$1.22M Sell
12,186
-1,313
-10% -$131K 0.36% 26
2023
Q3
$1.59M Sell
13,499
-563
-4% -$66.2K 0.51% 25
2023
Q2
$1.51M Sell
14,062
-695
-5% -$74.5K 0.45% 26
2023
Q1
$1.62M Buy
14,757
+5,521
+60% +$605K 0.5% 21
2022
Q4
$1.02M Buy
9,236
+495
+6% +$54.6K 0.33% 29
2022
Q3
$763K Buy
8,741
+144
+2% +$12.6K 0.27% 32
2022
Q2
$736K Buy
8,597
+1,668
+24% +$143K 0.26% 36
2022
Q1
$572K Buy
6,929
+3,009
+77% +$248K 0.17% 61
2021
Q4
$240K Buy
+3,920
New +$240K 0.07% 90