Phoenix Financial’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
$11.8M Buy
109,114
+12,064
+12% +$1.3M 0.16% 76
2025
Q1
$11.6M Buy
97,050
+18,752
+24% +$2.23M 0.18% 85
2024
Q4
$8.42M Sell
78,298
-13,616
-15% -$1.46M 0.11% 99
2024
Q3
$10.8M Buy
91,914
+31,257
+52% +$3.67M 0.16% 88
2024
Q2
$6.98M Buy
60,657
+10,892
+22% +$1.25M 0.11% 110
2024
Q1
$5.78M Buy
49,765
+14,391
+41% +$1.67M 0.08% 126
2023
Q4
$3.65M Buy
35,374
+3,702
+12% +$382K 0.06% 142
2023
Q3
$3.75M Buy
31,672
+9,349
+42% +$1.11M 0.07% 122
2023
Q2
$2.38M Buy
22,323
+14,535
+187% +$1.55M 0.05% 141
2023
Q1
$845K Buy
7,788
+753
+11% +$81.7K 0.02% 192
2022
Q4
$776K Sell
7,035
-1,376
-16% -$152K 0.02% 198
2022
Q3
$746K Buy
8,411
+1,252
+17% +$111K 0.02% 213
2022
Q2
$613K Buy
+7,159
New +$613K 0.01% 257