MRA Advisory 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
$895K Sell
8,302
-779
-9% -$84K 0.42% 31
2025
Q1
$1.08M Buy
9,081
+950
+12% +$113K 0.58% 26
2024
Q4
$875K Buy
8,131
+429
+6% +$46.1K 0.46% 33
2024
Q3
$903K Sell
7,702
-1,079
-12% -$126K 0.49% 30
2024
Q2
$1.01M Buy
8,781
+2,209
+34% +$254K 0.58% 26
2024
Q1
$764K Sell
6,572
-56
-0.8% -$6.51K 0.46% 30
2023
Q4
$663K Sell
6,628
-1,389
-17% -$139K 0.44% 36
2023
Q3
$943K Sell
8,017
-979
-11% -$115K 0.67% 35
2023
Q2
$965K Sell
8,996
-352
-4% -$37.8K 0.66% 31
2023
Q1
$1.03M Buy
9,348
+278
+3% +$30.5K 0.74% 26
2022
Q4
$1M Buy
9,070
+3,118
+52% +$344K 0.79% 25
2022
Q3
$588K Buy
5,952
+1,505
+34% +$149K 0.5% 40
2022
Q2
$381K Hold
4,447
0.33% 67
2022
Q1
$367K Hold
4,447
0.28% 69
2021
Q4
$272K Buy
4,447
+156
+4% +$9.54K 0.21% 88
2021
Q3
$252K Hold
4,291
0.21% 95
2021
Q2
$271K Hold
4,291
0.23% 92
2021
Q1
$240K Buy
+4,291
New +$240K 0.23% 91