New England Capital Financial 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 | $828K | Sell |
7,680
-4
| -0.1% | -$431 | 0.38% | 22 |
|
|
2025
Q1 | $914K | Buy |
7,684
+10
| +0.1% | +$1.19K | 0.46% | 21 |
|
|
2024
Q4 | $826K | Buy |
7,674
+602
| +9% | +$64.8K | 0.4% | 21 |
|
|
2024
Q3 | $829K | Sell |
7,072
-35
| -0.5% | -$4.1K | 0.43% | 20 |
|
|
2024
Q2 | $818K | Buy |
7,107
+298
| +4% | +$34.3K | 0.46% | 18 |
|
|
2024
Q1 | $791K | Sell |
6,809
-2,593
| -28% | -$301K | 0.45% | 19 |
|
|
2023
Q4 | $940K | Buy |
9,402
+8
| +0.1% | +$800 | 0.56% | 20 |
|
|
2023
Q3 | $1.1M | Buy |
9,394
+1,339
| +17% | +$157K | 0.76% | 18 |
|
|
2023
Q2 | $864K | Buy |
8,055
+28
| +0.3% | +$3K | 0.57% | 20 |
|
|
2023
Q1 | $880K | Sell |
8,027
-37
| -0.5% | -$4.06K | 0.62% | 19 |
|
|
2022
Q4 | $914K | Buy |
+8,064
| New | +$914K | 0.65% | 19 |
|