Modus 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 | $278K | Buy |
2,583
+20
| +0.8% | +$2.16K | 0.08% | 104 |
|
|
2025
Q1 | $305K | Buy |
2,563
+50
| +2% | +$5.95K | 0.1% | 95 |
|
|
2024
Q4 | $270K | Hold |
2,513
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $295K | Hold |
2,513
| – | – | 0.1% | 104 |
|
|
2024
Q2 | $289K | Hold |
2,513
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $292K | Hold |
2,513
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $251K | Buy |
2,513
+47
| +2% | +$4.7K | 0.1% | 93 |
|
|
2023
Q3 | $290K | Hold |
2,466
| – | – | 0.13% | 91 |
|
|
2023
Q2 | $264K | Hold |
2,466
| – | – | 0.11% | 91 |
|
|
2023
Q1 | $270K | Hold |
2,466
| – | – | 0.12% | 90 |
|
|
2022
Q4 | $272K | Sell |
2,466
-20
| -0.8% | -$2.21K | 0.13% | 89 |
|
|
2022
Q3 | $217K | Sell |
2,486
-100
| -4% | -$8.73K | 0.11% | 90 |
|
|
2022
Q2 | $221K | Hold |
2,586
| – | – | 0.11% | 89 |
|
|
2022
Q1 | $214K | Buy |
+2,586
| New | +$214K | 0.09% | 93 |
|
|
2021
Q3 | – | Sell |
-2,346
| Closed | -$148K | – | 250 |
|
|
2021
Q2 | $148K | Buy |
+2,346
| New | +$148K | 0.06% | 105 |
|
|
2020
Q3 | – | Sell |
-3,506
| Closed | -$157K | – | 216 |
|
|
2020
Q2 | $157K | Buy |
+3,506
| New | +$157K | 0.1% | 83 |
|