McCollum Christoferson Group’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
-2,691
Closed -$320K 71
2025
Q1
$320K Hold
2,691
0.1% 58
2024
Q4
$289K Sell
2,691
-1,460
-35% -$157K 0.09% 60
2024
Q3
$487K Hold
4,151
0.14% 49
2024
Q2
$478K Hold
4,151
0.14% 47
2024
Q1
$483K Sell
4,151
-200
-5% -$23.2K 0.14% 46
2023
Q4
$435K Buy
4,351
+1,300
+43% +$130K 0.13% 45
2023
Q3
$359K Hold
3,051
0.11% 52
2023
Q2
$327K Hold
3,051
0.09% 54
2023
Q1
$335K Hold
3,051
0.1% 52
2022
Q4
$337K Hold
3,051
0.11% 51
2022
Q3
$266K Hold
3,051
0.09% 52
2022
Q2
$261K Hold
3,051
0.08% 55
2022
Q1
$252K Buy
+3,051
New +$252K 0.06% 65
2021
Q3
Sell
-4,496
Closed -$284K 76
2021
Q2
$284K Sell
4,496
-950
-17% -$60K 0.07% 60
2021
Q1
$304K Sell
5,446
-250
-4% -$14K 0.08% 58
2020
Q4
$235K Sell
5,696
-11,109
-66% -$458K 0.06% 64
2020
Q3
$577K Buy
16,805
+5,886
+54% +$202K 0.17% 51
2020
Q2
$488K Sell
10,919
-2,114
-16% -$94.5K 0.16% 52
2020
Q1
$495K Buy
13,033
+1,287
+11% +$48.9K 0.2% 51
2019
Q4
$820K Sell
11,746
-205
-2% -$14.3K 0.28% 50
2019
Q3
$844K Sell
11,951
-568
-5% -$40.1K 0.3% 50
2019
Q2
$959K Sell
12,519
-708
-5% -$54.2K 0.34% 50
2019
Q1
$1.07M Buy
13,227
+439
+3% +$35.5K 0.39% 49
2018
Q4
$872K Sell
12,788
-250
-2% -$17K 0.37% 50
2018
Q3
$1.11M Sell
13,038
-216
-2% -$18.4K 0.41% 51
2018
Q2
$1.1M Sell
13,254
-397
-3% -$32.9K 0.45% 51
2018
Q1
$1.02M Sell
13,651
-180
-1% -$13.4K 0.43% 53
2017
Q4
$1.16M Buy
+13,831
New +$1.16M 0.48% 51