PFA
Pathway Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
3,884
-133
| -3% | -$14.3K | 0.06% | 96 |
|
|
2025
Q1 | $478K | Sell |
4,017
-1,090
| -21% | -$130K | 0.09% | 96 |
|
|
2024
Q4 | $549K | Buy |
5,107
+40
| +0.8% | +$4.3K | 0.13% | 85 |
|
|
2024
Q3 | $594K | Hold |
5,067
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $583K | Sell |
5,067
-125
| -2% | -$14.4K | 0.16% | 76 |
|
|
2024
Q1 | $604K | Buy |
5,192
+250
| +5% | +$29.1K | 0.16% | 72 |
|
|
2023
Q4 | $494K | Sell |
4,942
-44
| -0.9% | -$4.4K | 0.14% | 83 |
|
|
2023
Q3 | $586K | Hold |
4,986
| – | – | 0.2% | 56 |
|
|
2023
Q2 | $535K | Sell |
4,986
-495
| -9% | -$53.1K | 0.17% | 61 |
|
|
2023
Q1 | $601K | Hold |
5,481
| – | – | 0.2% | 54 |
|
|
2022
Q4 | $605K | Sell |
5,481
-1,218
| -18% | -$134K | 0.19% | 55 |
|
|
2022
Q3 | $585K | Buy |
6,699
+1,294
| +24% | +$113K | 0.2% | 55 |
|
|
2022
Q2 | $463K | Sell |
5,405
-1,558
| -22% | -$133K | 0.19% | 64 |
|
|
2022
Q1 | $575K | Hold |
6,963
| – | – | 0.22% | 57 |
|
|
2021
Q4 | $529K | Buy |
+6,963
| New | +$529K | 0.19% | 60 |
|
|
2021
Q1 | $540K | Sell |
9,174
-443
| -5% | -$26.1K | 0.21% | 55 |
|
|
2020
Q4 | $523K | Sell |
9,617
-1,158
| -11% | -$63K | 0.22% | 50 |
|
|
2020
Q3 | $357K | Hold |
10,775
| – | – | 0.14% | 62 |
|
|
2020
Q2 | $482K | Sell |
10,775
-950
| -8% | -$42.5K | 0.15% | 47 |
|
|
2020
Q1 | $460K | Buy |
11,725
+929
| +9% | +$36.4K | 0.15% | 43 |
|
|
2019
Q4 | $730K | Buy |
+10,796
| New | +$730K | 0.21% | 47 |
|
|
2019
Q2 | – | Sell |
-3,005
| Closed | -$243K | – | 103 |
|
|
2019
Q1 | $243K | Hold |
3,005
| – | – | 0.08% | 85 |
|
|
2018
Q4 | $205K | Hold |
3,005
| – | – | 0.12% | 88 |
|
|
2018
Q3 | $216K | Sell |
3,005
-324
| -10% | -$23.3K | 0.12% | 88 |
|
|
2018
Q2 | $275K | Sell |
3,329
-165
| -5% | -$13.6K | 0.16% | 68 |
|
|
2018
Q1 | $261K | Hold |
3,494
| – | – | 0.15% | 68 |
|
|
2017
Q4 | $292K | Buy |
+3,494
| New | +$292K | 0.17% | 66 |
|