Petra Financial Advisors’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 | $252K | Buy |
2,336
+13
| +0.6% | +$1.4K | 0.16% | 125 |
|
|
2025
Q1 | $276K | Sell |
2,323
-1,719
| -43% | -$204K | 0.23% | 93 |
|
|
2024
Q4 | $435K | Sell |
4,042
-113
| -3% | -$12.2K | 0.3% | 91 |
|
|
2024
Q3 | $487K | Buy |
4,155
+1,968
| +90% | +$231K | 0.32% | 84 |
|
|
2024
Q2 | $252K | Buy |
2,187
+153
| +8% | +$17.6K | 0.18% | 110 |
|
|
2024
Q1 | $216K | Buy |
+2,034
| New | +$216K | 0.16% | 115 |
|
|
2023
Q4 | – | Sell |
-4,051
| Closed | -$476K | – | 128 |
|
|
2023
Q3 | $476K | Buy |
4,051
+1,461
| +56% | +$172K | 0.4% | 71 |
|
|
2023
Q2 | $278K | Sell |
2,590
-1,509
| -37% | -$162K | 0.25% | 91 |
|
|
2023
Q1 | $449K | Buy |
4,099
+1,520
| +59% | +$167K | 0.44% | 42 |
|
|
2022
Q4 | $284K | Buy |
+2,579
| New | +$284K | 0.31% | 74 |
|