Moser Wealth 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 | $1.57M | Buy |
14,520
+176
| +1% | +$19K | 0.75% | 28 |
|
|
2025
Q1 | $1.71M | Buy |
14,344
+9
| +0.1% | +$1.07K | 0.89% | 25 |
|
|
2024
Q4 | $1.54M | Sell |
14,335
-219
| -2% | -$23.6K | 0.8% | 29 |
|
|
2024
Q3 | $1.71M | Buy |
14,554
+81
| +0.6% | +$9.5K | 0.88% | 29 |
|
|
2024
Q2 | $1.67M | Buy |
14,473
+442
| +3% | +$50.9K | 0.91% | 30 |
|
|
2024
Q1 | $1.63M | Buy |
14,031
+1,366
| +11% | +$159K | 0.91% | 27 |
|
|
2023
Q4 | $1.27M | Buy |
12,665
+4,045
| +47% | +$404K | 0.81% | 29 |
|
|
2023
Q3 | $1.01M | Buy |
8,620
+778
| +10% | +$91.5K | 0.71% | 33 |
|
|
2023
Q2 | $841K | Buy |
+7,842
| New | +$841K | 0.57% | 40 |
|
|
2022
Q4 | $477K | Buy |
4,329
+1,950
| +82% | +$215K | 0.36% | 52 |
|
|
2022
Q3 | $208K | Hold |
2,379
| – | – | 0.16% | 64 |
|
|
2022
Q2 | $204K | Hold |
2,379
| – | – | 0.15% | 65 |
|
|
2022
Q1 | $196K | Hold |
2,379
| – | – | 0.12% | 72 |
|
|
2021
Q4 | $146K | Hold |
2,379
| – | – | 0.09% | 74 |
|
|
2021
Q3 | $140K | Hold |
2,379
| – | – | 0.09% | 74 |
|
|
2021
Q2 | $150K | Hold |
2,379
| – | – | 0.1% | 75 |
|
|
2021
Q1 | $133K | Hold |
2,379
| – | – | 0.09% | 75 |
|
|
2020
Q4 | $98K | Hold |
2,379
| – | – | 0.07% | 75 |
|
|
2020
Q3 | $82K | Hold |
2,379
| – | – | 0.07% | 74 |
|
|
2020
Q2 | $106K | Hold |
2,379
| – | – | 0.1% | 61 |
|
|
2020
Q1 | $90K | Buy |
+2,379
| New | +$90K | 0.1% | 61 |
|