Narus Financial Partners’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 | $259K | Sell |
2,398
-91
| -4% | -$9.81K | 0.08% | 128 |
|
|
2025
Q1 | $296K | Buy |
+2,489
| New | +$296K | 0.1% | 115 |
|
|
2024
Q4 | – | Sell |
-2,141
| Closed | -$251K | – | 159 |
|
|
2024
Q3 | $251K | Sell |
2,141
-245
| -10% | -$28.7K | 0.09% | 130 |
|
|
2024
Q2 | $275K | Sell |
2,386
-465
| -16% | -$53.5K | 0.11% | 115 |
|
|
2024
Q1 | $331K | Sell |
2,851
-85
| -3% | -$9.88K | 0.14% | 106 |
|
|
2023
Q4 | $294K | Sell |
2,936
-2,277
| -44% | -$228K | 0.14% | 102 |
|
|
2023
Q3 | $613K | Sell |
5,213
-23
| -0.4% | -$2.7K | 0.31% | 54 |
|
|
2023
Q2 | $562K | Sell |
5,236
-132
| -2% | -$14.2K | 0.29% | 60 |
|
|
2023
Q1 | $589K | Buy |
5,368
+263
| +5% | +$28.8K | 0.32% | 59 |
|
|
2022
Q4 | $563K | Buy |
5,105
+1,640
| +47% | +$181K | 0.33% | 53 |
|
|
2022
Q3 | $303K | Buy |
+3,465
| New | +$303K | 0.19% | 79 |
|
|
2021
Q1 | $452K | Buy |
+8,090
| New | +$452K | 0.27% | 54 |
|