Partners in Financial Planning’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 | $1.36M | Hold |
12,623
| – | – | 0.25% | 38 |
|
|
2025
Q1 | $1.5M | Buy |
12,623
+72
| +0.6% | +$8.56K | 0.3% | 33 |
|
|
2024
Q4 | $1.35M | Sell |
12,551
-119
| -0.9% | -$12.8K | 0.28% | 37 |
|
|
2024
Q3 | $1.49M | Hold |
12,670
| – | – | 0.3% | 35 |
|
|
2024
Q2 | $1.46M | Buy |
12,670
+104
| +0.8% | +$12K | 0.32% | 32 |
|
|
2024
Q1 | $1.46M | Hold |
12,566
| – | – | 0.33% | 34 |
|
|
2023
Q4 | $1.26M | Hold |
12,566
| – | – | 0.29% | 39 |
|
|
2023
Q3 | $1.48M | Hold |
12,566
| – | – | 0.38% | 32 |
|
|
2023
Q2 | $1.35M | Hold |
12,566
| – | – | 0.34% | 35 |
|
|
2023
Q1 | $1.38M | Hold |
12,566
| – | – | 0.36% | 33 |
|
|
2022
Q4 | $1.34M | Hold |
12,566
| – | – | 0.37% | 33 |
|
|
2022
Q3 | $1.41M | Hold |
12,566
| – | – | 0.4% | 28 |
|
|
2022
Q2 | $1.21M | Hold |
12,566
| – | – | 0.39% | 28 |
|
|
2022
Q1 | $1.07M | Hold |
12,566
| – | – | 0.34% | 32 |
|
|
2021
Q4 | $1.01M | Sell |
12,566
-3,529
| -22% | -$283K | 0.31% | 34 |
|
|
2021
Q3 | $947K | Hold |
16,095
| – | – | 0.3% | 34 |
|
|
2021
Q2 | $1.02M | Buy |
+16,095
| New | +$1.02M | 0.32% | 34 |
|