My Personal CFO LLC’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 | $265K | Sell |
2,459
-25
| -1% | -$2.7K | 0.12% | 82 |
|
|
2025
Q1 | $295K | Sell |
2,484
-94
| -4% | -$11.2K | 0.15% | 74 |
|
|
2024
Q4 | $277K | Buy |
2,578
+4
| +0.2% | +$430 | 0.14% | 77 |
|
|
2024
Q3 | $302K | Sell |
2,574
-155
| -6% | -$18.2K | 0.17% | 75 |
|
|
2024
Q2 | $314K | Sell |
2,729
-163
| -6% | -$18.8K | 0.17% | 83 |
|
|
2024
Q1 | $336K | Sell |
2,892
-50
| -2% | -$5.81K | 0.19% | 74 |
|
|
2023
Q4 | $294K | Buy |
2,942
+588
| +25% | +$58.8K | 0.19% | 80 |
|
|
2023
Q3 | $277K | Buy |
2,354
+9
| +0.4% | +$1.06K | 0.22% | 68 |
|
|
2023
Q2 | $252K | Sell |
2,345
-28
| -1% | -$3K | 0.2% | 74 |
|
|
2023
Q1 | $260K | Buy |
2,373
+2,071
| +686% | +$227K | 0.22% | 62 |
|
|
2022
Q4 | $262K | Buy |
302
+300
| +15,000% | +$260K | 0.24% | 59 |
|
|
2022
Q3 | $215K | Buy |
+2
| New | +$215K | 0.33% | 56 |
|