New World 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 | $1.52M | Buy |
14,134
+3,620
| +34% | +$390K | 0.32% | 11 |
|
|
2025
Q1 | $1.25M | Buy |
10,514
+10
| +0.1% | +$1.19K | 0.28% | 10 |
|
|
2024
Q4 | $1.13M | Hold |
10,504
| – | – | 0.27% | 11 |
|
|
2024
Q3 | $1.23M | Hold |
10,504
| – | – | 0.32% | 10 |
|
|
2024
Q2 | $1.21M | Hold |
10,504
| – | – | 0.34% | 11 |
|
|
2024
Q1 | $1.22M | Sell |
10,504
-11
| -0.1% | -$1.28K | 0.36% | 13 |
|
|
2023
Q4 | $1.05M | Buy |
10,515
+11
| +0.1% | +$1.1K | 0.32% | 14 |
|
|
2023
Q3 | $1.24M | Sell |
10,504
-1
| -0% | -$118 | 0.43% | 11 |
|
|
2023
Q2 | $1.13M | Sell |
10,505
-100
| -0.9% | -$10.7K | 0.4% | 11 |
|
|
2023
Q1 | $1.16M | Buy |
10,605
+840
| +9% | +$92.1K | 0.45% | 10 |
|
|
2022
Q4 | $1.08M | Buy |
9,765
+1
| +0% | +$110 | 0.37% | 16 |
|
|
2022
Q3 | $853K | Hold |
9,764
| – | – | 0.41% | 11 |
|
|
2022
Q2 | $828K | Hold |
9,764
| – | – | 0.45% | 17 |
|
|
2022
Q1 | $850K | Hold |
9,764
| – | – | 0.45% | 10 |
|
|
2021
Q4 | $597K | Sell |
9,764
-458
| -4% | -$28K | 0.27% | 25 |
|
|
2021
Q3 | $645K | Sell |
10,222
-2,010
| -16% | -$127K | 0.3% | 19 |
|
|
2021
Q2 | $772K | Buy |
12,232
+2,478
| +25% | +$156K | 0.52% | 47 |
|
|
2021
Q1 | $545K | Sell |
9,754
-100
| -1% | -$5.59K | 0.3% | 13 |
|
|
2020
Q4 | $338K | Buy |
9,854
+100
| +1% | +$3.43K | 0.22% | 14 |
|
|
2020
Q3 | $326K | Hold |
9,754
| – | – | 0.21% | 16 |
|
|
2020
Q2 | $426K | Hold |
9,754
| – | – | 0.29% | 14 |
|
|
2020
Q1 | $681K | Hold |
9,754
| – | – | 0.42% | 7 |
|
|
2019
Q4 | $681K | Hold |
9,754
| – | – | 0.42% | 7 |
|
|
2019
Q3 | $689K | Hold |
9,754
| – | – | 0.47% | 7 |
|
|
2019
Q2 | $747K | Hold |
9,754
| – | – | 0.54% | 7 |
|
|
2019
Q1 | $788K | Buy |
+9,754
| New | +$788K | 0.56% | 6 |
|