Operose 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 | $909K | Hold |
8,430
| – | – | 0.26% | 53 |
|
|
2025
Q1 | $1M | Hold |
8,430
| – | – | 0.33% | 43 |
|
|
2024
Q4 | $907K | Buy |
8,430
+4,378
| +108% | +$471K | 0.31% | 45 |
|
|
2024
Q3 | $475K | Hold |
4,052
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $466K | Sell |
4,052
-150
| -4% | -$17.3K | 0.17% | 83 |
|
|
2024
Q1 | $488K | Buy |
4,202
+2,780
| +195% | +$323K | 0.17% | 87 |
|
|
2023
Q4 | $142K | Sell |
1,422
-3,146
| -69% | -$315K | 0.06% | 132 |
|
|
2023
Q3 | $537K | Buy |
4,568
+3,667
| +407% | +$431K | 0.21% | 48 |
|
|
2023
Q2 | $96.6K | Hold |
901
| – | – | 0.04% | 128 |
|
|
2023
Q1 | $98.8K | Sell |
901
-2,359
| -72% | -$259K | 0.05% | 111 |
|
|
2022
Q4 | $360K | Buy |
3,260
+2,789
| +592% | +$308K | 0.19% | 42 |
|
|
2022
Q3 | $41K | Buy |
471
+396
| +528% | +$34.5K | 0.03% | 162 |
|
|
2022
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 287 |
|
|
2021
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 279 |
|