Northstar Advisory Group’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
$2.12M Sell
19,696
-71
-0.4% -$7.65K 1.04% 29
2025
Q1
$2.35M Sell
19,767
-73
-0.4% -$8.68K 1.54% 23
2024
Q4
$2.13M Sell
19,840
-68
-0.3% -$7.32K 1.09% 30
2024
Q3
$2.33M Buy
19,908
+102
+0.5% +$12K 1.21% 27
2024
Q2
$2.28M Buy
19,806
+81
+0.4% +$9.33K 1.31% 21
2024
Q1
$2.34M Buy
19,725
+1,170
+6% +$139K 1.41% 23
2023
Q4
$1.86M Sell
18,555
-204
-1% -$20.4K 1.1% 26
2023
Q3
$2.21M Sell
18,759
-276
-1% -$32.5K 1.61% 15
2023
Q2
$2.04M Buy
19,035
+550
+3% +$59K 1.34% 25
2023
Q1
$2.03M Buy
18,485
+139
+0.8% +$15.2K 1.52% 14
2022
Q4
$2.02M Sell
18,346
-170
-0.9% -$18.8K 1.6% 10
2022
Q3
$1.62M Sell
18,516
-124
-0.7% -$10.8K 1.45% 14
2022
Q2
$1.6M Buy
18,640
+328
+2% +$28.1K 1.19% 13
2022
Q1
$1.51M Sell
18,312
-477
-3% -$39.4K 0.97% 25
2021
Q4
$1.15M Buy
+18,789
New +$1.15M 0.68% 30
2021
Q3
Sell
-16,729
Closed -$1.06M 143
2021
Q2
$1.06M Buy
16,729
+2,035
+14% +$128K 0.66% 43
2021
Q1
$820K Buy
14,694
+1,914
+15% +$107K 0.63% 42
2020
Q4
$527K Buy
+12,780
New +$527K 0.44% 49