NovaPoint Capital’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
Sell
-5,636
Closed -$670K 136
2025
Q1
$670K Sell
5,636
-583
-9% -$69.3K 0.21% 80
2024
Q4
$669K Sell
6,219
-734
-11% -$79K 0.2% 80
2024
Q3
$815K Buy
6,953
+1
+0% +$117 0.25% 75
2024
Q2
$800K Buy
6,952
+119
+2% +$13.7K 0.27% 74
2024
Q1
$794K Buy
6,833
+212
+3% +$24.6K 0.28% 71
2023
Q4
$662K Buy
6,621
+2,211
+50% +$221K 0.25% 78
2023
Q3
$519K Sell
4,410
-110
-2% -$12.9K 0.21% 83
2023
Q2
$485K Sell
4,520
-20
-0.4% -$2.15K 0.18% 87
2023
Q1
$498K Buy
4,540
+20
+0.4% +$2.19K 0.2% 84
2022
Q4
$499K Buy
4,520
+128
+3% +$14.1K 0.22% 83
2022
Q3
$383K Buy
4,392
+872
+25% +$76K 0.17% 98
2022
Q2
$301K Sell
3,520
-48
-1% -$4.11K 0.13% 102
2022
Q1
$295K Buy
3,568
+1
+0% +$83 0.11% 110
2021
Q4
$218K Buy
3,567
+68
+2% +$4.16K 0.08% 134
2021
Q3
$206K Buy
3,499
+19
+0.5% +$1.12K 0.08% 125
2021
Q2
$220K Buy
+3,480
New +$220K 0.09% 113
2020
Q3
Sell
-27,615
Closed -$1.24M 106
2020
Q2
$1.24M Buy
27,615
+2,556
+10% +$114K 0.92% 47
2020
Q1
$951K Buy
25,059
+2,035
+9% +$77.2K 0.87% 49
2019
Q4
$1.61M Buy
+23,024
New +$1.61M 1.26% 39