MSH Capital 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 | $3.77M | Buy |
34,979
+435
| +1% | +$46.9K | 1.09% | 21 |
|
|
2025
Q1 | $4.11M | Sell |
34,544
-64
| -0.2% | -$7.61K | 1.27% | 22 |
|
|
2024
Q4 | $3.72M | Sell |
34,608
-1,210
| -3% | -$130K | 1.17% | 22 |
|
|
2024
Q3 | $4.2M | Sell |
35,818
-416
| -1% | -$48.8K | 1.28% | 21 |
|
|
2024
Q2 | $4.17M | Sell |
36,234
-8
| -0% | -$921 | 1.39% | 17 |
|
|
2024
Q1 | $4.21M | Buy |
36,242
+349
| +1% | +$40.6K | 1.48% | 15 |
|
|
2023
Q4 | $3.59M | Sell |
35,893
-1,326
| -4% | -$133K | 1.34% | 16 |
|
|
2023
Q3 | $4.38M | Buy |
37,219
+535
| +1% | +$62.9K | 1.72% | 11 |
|
|
2023
Q2 | $3.93M | Buy |
36,684
+23,501
| +178% | +$2.52M | 1.44% | 14 |
|
|
2023
Q1 | $1.45M | Sell |
13,183
-33
| -0.2% | -$3.62K | 0.62% | 57 |
|
|
2022
Q4 | $1.46M | Buy |
13,216
+3,343
| +34% | +$369K | 0.66% | 53 |
|
|
2022
Q3 | $862K | Sell |
9,873
-162
| -2% | -$14.1K | 0.42% | 78 |
|
|
2022
Q2 | $859K | Sell |
10,035
-553
| -5% | -$47.4K | 0.4% | 81 |
|
|
2022
Q1 | $874K | Sell |
10,588
-31
| -0.3% | -$2.56K | 0.36% | 87 |
|
|
2021
Q4 | $650K | Buy |
+10,619
| New | +$650K | 0.29% | 90 |
|