MB, Levis & Associates’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
$801K Buy
7,434
+13
+0.2% +$1.4K 0.35% 39
2025
Q1
$883K Sell
7,421
-31
-0.4% -$3.69K 0.41% 39
2024
Q4
$802K Buy
7,452
+18
+0.2% +$1.94K 0.4% 39
2024
Q3
$871K Buy
7,434
+462
+7% +$54.2K 0.43% 40
2024
Q2
$803K Buy
6,972
+17
+0.2% +$1.96K 0.42% 39
2024
Q1
$808K Buy
6,955
+18
+0.3% +$2.09K 0.43% 36
2023
Q4
$694K Buy
6,937
+20
+0.3% +$2K 0.4% 36
2023
Q3
$813K Buy
6,917
+16
+0.2% +$1.88K 0.53% 31
2023
Q2
$740K Sell
6,901
-933
-12% -$100K 0.47% 35
2023
Q1
$859K Buy
7,834
+677
+9% +$74.2K 0.6% 31
2022
Q4
$789K Buy
+7,157
New +$789K 0.62% 30