Personal CFO Solutions’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
$3.25M Buy
30,166
+905
+3% +$97.6K 0.6% 27
2025
Q1
$3.48M Buy
29,261
+1,534
+6% +$182K 0.71% 20
2024
Q4
$2.98M Sell
27,727
-2,570
-8% -$276K 0.59% 26
2024
Q3
$3.55M Sell
30,297
-103
-0.3% -$12.1K 0.5% 44
2024
Q2
$3.5M Buy
30,400
+1,351
+5% +$156K 0.54% 36
2024
Q1
$3.38M Buy
29,049
+2,763
+11% +$321K 0.53% 39
2023
Q4
$2.63M Buy
26,286
+4,925
+23% +$492K 0.46% 41
2023
Q3
$2.51M Buy
21,361
+37
+0.2% +$4.35K 0.5% 41
2023
Q2
$2.29M Sell
21,324
-406
-2% -$43.5K 0.46% 42
2023
Q1
$2.38M Buy
21,730
+132
+0.6% +$14.5K 0.49% 41
2022
Q4
$2.38M Buy
21,598
+1,908
+10% +$210K 0.5% 41
2022
Q3
$1.72M Buy
19,690
+644
+3% +$56.2K 0.43% 46
2022
Q2
$1.63M Buy
19,046
+1,320
+7% +$113K 0.38% 50
2022
Q1
$1.46M Buy
17,726
+3,092
+21% +$255K 0.29% 62
2021
Q4
$895K Sell
14,634
-1,288
-8% -$78.8K 0.17% 122
2021
Q3
$937K Buy
15,922
+1,669
+12% +$98.2K 0.19% 114
2021
Q2
$899K Buy
14,253
+3,218
+29% +$203K 0.18% 113
2021
Q1
$616K Buy
11,035
+395
+4% +$22.1K 0.13% 142
2020
Q4
$439K Sell
10,640
-6,900
-39% -$285K 0.11% 186
2020
Q3
$1K Sell
17,540
-6,827
-28% -$389 0.33% 133
2020
Q2
$1.09M Buy
24,367
+1,873
+8% +$83.8K 0.32% 71
2020
Q1
$854K Buy
22,494
+5,940
+36% +$226K 0.31% 74
2019
Q4
$1.16M Sell
16,554
-5,812
-26% -$406K 0.33% 62
2019
Q3
$1.68M Buy
+22,366
New +$1.68M 0.67% 23