Mason Investment Advisory Services’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 | $1.74M | Buy |
16,183
+6,633
| +69% | +$715K | 0.1% | 18 |
|
|
2025
Q1 | $1.14M | Buy |
9,550
+1
| +0% | +$119 | 0.07% | 19 |
|
|
2024
Q4 | $1.03M | Buy |
+9,549
| New | +$1.03M | 0.06% | 23 |
|
|
2023
Q1 | – | Sell |
-2,979
| Closed | -$329K | – | 89 |
|
|
2022
Q4 | $329K | Sell |
2,979
-741
| -20% | -$81.7K | 0.03% | 62 |
|
|
2022
Q3 | $325K | Buy |
3,720
+665
| +22% | +$58.1K | 0.04% | 57 |
|
|
2022
Q2 | $262K | Buy |
+3,055
| New | +$262K | 0.03% | 70 |
|