Montis Financial’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 | $641K | Sell |
5,948
-485
| -8% | -$52.3K | 0.18% | 74 |
|
|
2025
Q1 | $765K | Buy |
6,433
+3,085
| +92% | +$367K | 0.23% | 60 |
|
|
2024
Q4 | $360K | Buy |
+3,348
| New | +$360K | 0.11% | 106 |
|
|
2023
Q2 | – | Sell |
-1,846
| Closed | -$202K | – | 68 |
|
|
2023
Q1 | $202K | Sell |
1,846
-3,872
| -68% | -$425K | 0.16% | 60 |
|
|
2022
Q4 | $631K | Sell |
5,718
-35
| -0.6% | -$3.86K | 0.53% | 26 |
|
|
2022
Q3 | $502K | Hold |
5,753
| – | – | 0.48% | 31 |
|
|
2022
Q2 | $493K | Hold |
5,753
| – | – | 0.46% | 32 |
|
|
2022
Q1 | $475K | Sell |
5,753
-4,307
| -43% | -$356K | 0.37% | 34 |
|
|
2021
Q4 | $616K | Buy |
10,060
+5,815
| +137% | +$356K | 0.45% | 31 |
|
|
2021
Q3 | $262K | Sell |
4,245
-3,497
| -45% | -$216K | 0.22% | 48 |
|
|
2021
Q2 | $488K | Hold |
7,742
| – | – | 0.4% | 32 |
|
|
2021
Q1 | $444K | Sell |
7,742
-239
| -3% | -$13.7K | 0.41% | 34 |
|
|
2020
Q4 | $362K | Buy |
+7,981
| New | +$362K | 0.36% | 40 |
|