Nvest Financial’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 | $384K | Buy |
3,563
+11
| +0.3% | +$1.19K | 0.2% | 76 |
|
|
2025
Q1 | $422K | Sell |
3,552
-607
| -15% | -$72.2K | 0.23% | 70 |
|
|
2024
Q4 | $447K | Buy |
4,159
+64
| +2% | +$6.88K | 0.23% | 81 |
|
|
2024
Q3 | $480K | Buy |
4,095
+189
| +5% | +$22.2K | 0.27% | 70 |
|
|
2024
Q2 | $450K | Buy |
3,906
+14
| +0.4% | +$1.61K | 0.28% | 65 |
|
|
2024
Q1 | $452K | Buy |
3,892
+30
| +0.8% | +$3.49K | 0.3% | 60 |
|
|
2023
Q4 | $386K | Sell |
3,862
-517
| -12% | -$51.7K | 0.3% | 56 |
|
|
2023
Q3 | $515K | Buy |
4,379
+561
| +15% | +$66K | 0.48% | 40 |
|
|
2023
Q2 | $409K | Buy |
3,818
+167
| +5% | +$17.9K | 0.36% | 45 |
|
|
2023
Q1 | $400K | Buy |
3,651
+194
| +6% | +$21.3K | 0.42% | 49 |
|
|
2022
Q4 | $381K | Buy |
3,457
+585
| +20% | +$64.5K | 0.48% | 42 |
|
|
2022
Q3 | $251K | Buy |
+2,872
| New | +$251K | 0.35% | 45 |
|