McClarren Financial 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 | – | Sell |
-1,357
| Closed | -$161K | – | 312 |
|
|
2025
Q1 | $161K | Sell |
1,357
-2
| -0.1% | -$237 | 0.11% | 80 |
|
|
2024
Q4 | $146K | Sell |
1,359
-2
| -0.1% | -$215 | 0.41% | 41 |
|
|
2024
Q3 | $159 | Buy |
1,361
+901
| +196% | +$105 | 0.02% | 82 |
|
|
2024
Q2 | $156K | Sell |
460
-1,138
| -71% | -$386K | 0.11% | 82 |
|
|
2024
Q1 | $186K | Buy |
1,598
+5
| +0.3% | +$582 | 0.13% | 74 |
|
|
2023
Q4 | $159K | Buy |
1,593
+26
| +2% | +$2.6K | 0.12% | 81 |
|
|
2023
Q3 | $184K | Sell |
1,567
-176
| -10% | -$20.7K | 0.16% | 67 |
|
|
2023
Q2 | $187K | Sell |
1,743
-86
| -5% | -$9.23K | 0.15% | 71 |
|
|
2023
Q1 | $198K | Buy |
1,829
+440
| +32% | +$47.6K | 0.18% | 66 |
|
|
2022
Q4 | $153K | Buy |
1,389
+4
| +0.3% | +$441 | 0.15% | 80 |
|
|
2022
Q3 | $121K | Buy |
+1,385
| New | +$121K | 0.12% | 81 |
|
|
2022
Q2 | – | Sell |
-379
| Closed | -$31K | – | 296 |
|
|
2022
Q1 | $31K | Buy |
379
+3
| +0.8% | +$245 | 0.02% | 155 |
|
|
2021
Q4 | $23K | Buy |
376
+280
| +292% | +$17.1K | 0.02% | 186 |
|
|
2021
Q3 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 241 |
|