Pettinga 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 | $325K | Buy |
3,016
+7
| +0.2% | +$755 | 0.07% | 103 |
|
|
2025
Q1 | $358K | Sell |
3,009
-1,765
| -37% | -$210K | 0.08% | 91 |
|
|
2024
Q4 | $514K | Sell |
4,774
-1,399
| -23% | -$151K | 0.12% | 82 |
|
|
2024
Q3 | $724K | Buy |
6,173
+2
| +0% | +$234 | 0.17% | 62 |
|
|
2024
Q2 | $710K | Sell |
6,171
-7
| -0.1% | -$806 | 0.18% | 65 |
|
|
2024
Q1 | $718K | Sell |
6,178
-999
| -14% | -$116K | 0.18% | 65 |
|
|
2023
Q4 | $718K | Sell |
7,177
-693
| -9% | -$69.3K | 0.19% | 63 |
|
|
2023
Q3 | $925K | Sell |
7,870
-26
| -0.3% | -$3.06K | 0.28% | 46 |
|
|
2023
Q2 | $847K | Sell |
7,896
-198
| -2% | -$21.2K | 0.25% | 45 |
|
|
2023
Q1 | $888K | Sell |
8,094
-23
| -0.3% | -$2.52K | 0.28% | 45 |
|
|
2022
Q4 | $895K | Sell |
8,117
-49
| -0.6% | -$5.41K | 0.29% | 49 |
|
|
2022
Q3 | $713K | Sell |
8,166
-6
| -0.1% | -$524 | 0.25% | 52 |
|
|
2022
Q2 | $700K | Sell |
8,172
-38
| -0.5% | -$3.26K | 0.21% | 56 |
|
|
2022
Q1 | $678K | Buy |
+8,210
| New | +$678K | 0.17% | 66 |
|
|
2021
Q3 | – | Sell |
-3,352
| Closed | -$211K | – | 118 |
|
|
2021
Q2 | $211K | Buy |
+3,352
| New | +$211K | 0.06% | 102 |
|
|
2020
Q4 | – | Sell |
-8,799
| Closed | -$302K | – | 98 |
|
|
2020
Q3 | $302K | Sell |
8,799
-825
| -9% | -$28.3K | 0.13% | 65 |
|
|
2020
Q2 | $430K | Sell |
9,624
-489
| -5% | -$21.8K | 0.21% | 50 |
|
|
2020
Q1 | $384K | Sell |
10,113
-1,992
| -16% | -$75.6K | 0.26% | 51 |
|
|
2019
Q4 | $845K | Buy |
12,105
+930
| +8% | +$64.9K | 0.45% | 41 |
|
|
2019
Q3 | $789K | Buy |
11,175
+2,850
| +34% | +$201K | 0.43% | 43 |
|
|
2019
Q2 | $637K | Sell |
8,325
-108
| -1% | -$8.26K | 0.33% | 47 |
|
|
2019
Q1 | $682K | Sell |
8,433
-87
| -1% | -$7.04K | 0.37% | 43 |
|
|
2018
Q4 | $581K | Buy |
+8,520
| New | +$581K | 0.38% | 42 |
|