Peterson Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $51.3K | Buy |
+438
| New | +$51.3K | 0.2% | 87 |
|
|
2023
Q1 | – | Sell |
-13,792
| Closed | -$1.52M | – | 75 |
|
|
2022
Q4 | $1.52M | Sell |
13,792
-7,644
| -36% | -$843K | 2.01% | 13 |
|
|
2022
Q3 | $1.87M | Buy |
21,436
+1,472
| +7% | +$129K | 1.82% | 14 |
|
|
2022
Q2 | $1.71M | Buy |
19,964
+592
| +3% | +$50.7K | 1.61% | 24 |
|
|
2022
Q1 | $1.6M | Sell |
19,372
-1,255
| -6% | -$104K | 1.33% | 32 |
|
|
2021
Q4 | $1.26M | Buy |
+20,627
| New | +$1.26M | 1.03% | 41 |
|