Peak Financial Management’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 | $320K | Hold |
2,969
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $353K | Sell |
2,969
-1,844
| -38% | -$219K | 0.11% | 66 |
|
|
2024
Q4 | $518K | Buy |
4,813
+665
| +16% | +$71.5K | 0.16% | 54 |
|
|
2024
Q3 | $486K | Buy |
4,148
+319
| +8% | +$37.4K | 0.14% | 56 |
|
|
2024
Q2 | $441K | Buy |
3,829
+500
| +15% | +$57.6K | 0.14% | 58 |
|
|
2024
Q1 | $387K | Sell |
3,329
-147
| -4% | -$17.1K | 0.12% | 61 |
|
|
2023
Q4 | $348K | Buy |
3,476
+1,000
| +40% | +$100K | 0.12% | 62 |
|
|
2023
Q3 | $291K | Sell |
2,476
-285
| -10% | -$33.5K | 0.11% | 59 |
|
|
2023
Q2 | $296K | Buy |
+2,761
| New | +$296K | 0.11% | 67 |
|
|
2021
Q3 | – | Sell |
-4,246
| Closed | -$268K | – | 76 |
|
|
2021
Q2 | $268K | Hold |
4,246
| – | – | 0.09% | 63 |
|
|
2021
Q1 | $237K | Buy |
+4,246
| New | +$237K | 0.09% | 66 |
|
|
2020
Q3 | – | Sell |
-4,841
| Closed | -$217K | – | 61 |
|
|
2020
Q2 | $217K | Buy |
+4,841
| New | +$217K | 0.1% | 53 |
|
|
2020
Q1 | – | Sell |
-5,044
| Closed | -$352K | – | 57 |
|
|
2019
Q4 | $352K | Hold |
5,044
| – | – | 0.15% | 47 |
|
|
2019
Q3 | $356K | Sell |
5,044
-200
| -4% | -$14.1K | 0.16% | 45 |
|
|
2019
Q2 | $402K | Sell |
5,244
-270
| -5% | -$20.7K | 0.18% | 43 |
|
|
2019
Q1 | $446K | Buy |
5,514
+200
| +4% | +$16.2K | 0.21% | 43 |
|
|
2018
Q4 | $362K | Hold |
5,314
| – | – | 0.18% | 44 |
|
|
2018
Q3 | $452K | Sell |
5,314
-250
| -4% | -$21.3K | 0.2% | 37 |
|
|
2018
Q2 | $460K | Sell |
5,564
-66
| -1% | -$5.46K | 0.21% | 36 |
|
|
2018
Q1 | $420K | Sell |
5,630
-90
| -2% | -$6.71K | 0.2% | 37 |
|
|
2017
Q4 | $478K | Hold |
5,720
| – | – | 0.18% | 37 |
|
|
2017
Q3 | $469K | Sell |
5,720
-235
| -4% | -$19.3K | 0.18% | 33 |
|
|
2017
Q2 | $481K | Sell |
5,955
-883
| -13% | -$71.3K | 0.19% | 29 |
|
|
2017
Q1 | $561K | Sell |
6,838
-1,548
| -18% | -$127K | 0.23% | 26 |
|
|
2016
Q4 | $757K | Sell |
8,386
-64
| -0.8% | -$5.78K | 0.33% | 25 |
|
|
2016
Q3 | $738K | Hold |
8,450
| – | – | 0.32% | 21 |
|
|
2016
Q2 | $792K | Buy |
+8,450
| New | +$792K | 0.35% | 23 |
|