Pacific Center for Financial Services’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 | $593K | Buy |
5,501
+2
| +0% | +$216 | 0.16% | 48 |
|
|
2025
Q1 | $654K | Buy |
5,499
+1
| +0% | +$119 | 0.17% | 43 |
|
|
2024
Q4 | $591K | Buy |
5,498
+2
| +0% | +$215 | 0.15% | 44 |
|
|
2024
Q3 | $644K | Buy |
5,496
+2
| +0% | +$234 | 0.17% | 42 |
|
|
2024
Q2 | $632K | Buy |
5,494
+2
| +0% | +$230 | 0.18% | 42 |
|
|
2024
Q1 | $638K | Buy |
5,492
+1
| +0% | +$116 | 0.18% | 41 |
|
|
2023
Q4 | $549K | Sell |
5,491
-398
| -7% | -$39.8K | 0.17% | 37 |
|
|
2023
Q3 | $692K | Buy |
5,889
+402
| +7% | +$47.3K | 0.24% | 32 |
|
|
2023
Q2 | $589K | Sell |
5,487
-70
| -1% | -$7.51K | 0.19% | 35 |
|
|
2023
Q1 | $609K | Buy |
+5,557
| New | +$609K | 0.21% | 33 |
|
|
2022
Q3 | $470K | Buy |
5,378
+1
| +0% | +$87 | 0.18% | 35 |
|
|
2022
Q2 | $460K | Buy |
5,377
+98
| +2% | +$8.38K | 0.19% | 41 |
|
|
2022
Q1 | $436K | Buy |
5,279
+2
| +0% | +$165 | 0.16% | 49 |
|
|
2021
Q4 | $323K | Sell |
5,277
-49
| -0.9% | -$3K | 0.13% | 57 |
|
|
2021
Q3 | $313K | Buy |
5,326
+981
| +23% | +$57.7K | 0.14% | 56 |
|
|
2021
Q2 | $274K | Buy |
4,345
+3
| +0.1% | +$189 | 0.12% | 59 |
|
|
2021
Q1 | $242K | Sell |
4,342
-137
| -3% | -$7.64K | 0.12% | 59 |
|
|
2020
Q4 | $185K | Buy |
4,479
+313
| +8% | +$12.9K | 0.07% | 66 |
|
|
2020
Q3 | $143K | Hold |
4,166
| – | – | 0.06% | 67 |
|
|
2020
Q2 | $186K | Hold |
4,166
| – | – | 0.09% | 54 |
|
|
2020
Q1 | $158K | Sell |
4,166
-657
| -14% | -$24.9K | 0.1% | 53 |
|
|
2019
Q4 | $337K | Hold |
4,823
| – | – | 0.15% | 37 |
|
|
2019
Q3 | $341K | Hold |
4,823
| – | – | 0.17% | 35 |
|
|
2019
Q2 | $370K | Sell |
4,823
-725
| -13% | -$55.6K | 0.19% | 34 |
|
|
2019
Q1 | $448K | Hold |
5,548
| – | – | 0.24% | 27 |
|
|
2018
Q4 | $378K | Buy |
5,548
+2,230
| +67% | +$152K | 0.2% | 29 |
|
|
2018
Q3 | $282K | Hold |
3,318
| – | – | 0.14% | 35 |
|
|
2018
Q2 | $274K | Sell |
3,318
-56
| -2% | -$4.62K | 0.16% | 35 |
|
|
2018
Q1 | $252K | Sell |
3,374
-75
| -2% | -$5.6K | 0.15% | 42 |
|
|
2017
Q4 | $288K | Sell |
3,449
-124
| -3% | -$10.4K | 0.18% | 36 |
|
|
2017
Q3 | $293K | Sell |
3,573
-52
| -1% | -$4.26K | 0.19% | 34 |
|
|
2017
Q2 | $293K | Sell |
3,625
-72
| -2% | -$5.82K | 0.2% | 35 |
|
|
2017
Q1 | $303K | Sell |
3,697
-70
| -2% | -$5.74K | 0.21% | 35 |
|
|
2016
Q4 | $340K | Buy |
+3,767
| New | +$340K | 0.26% | 31 |
|