Physicians Financial Services’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 | $214K | Buy |
1,986
+15
| +0.8% | +$1.62K | 0.06% | 105 |
|
|
2025
Q1 | $234K | Buy |
1,971
+49
| +3% | +$5.82K | 0.07% | 102 |
|
|
2024
Q4 | $207K | Buy |
1,922
+100
| +5% | +$10.8K | 0.06% | 104 |
|
|
2024
Q3 | $214K | Hold |
1,822
| – | – | 0.07% | 105 |
|
|
2024
Q2 | $210K | Buy |
+1,822
| New | +$210K | 0.07% | 105 |
|
|
2020
Q1 | – | Sell |
-51,214
| Closed | -$3.57M | – | 122 |
|
|
2019
Q4 | $3.57M | Sell |
51,214
-4,880
| -9% | -$341K | 1.93% | 16 |
|
|
2019
Q3 | $3.96M | Sell |
56,094
-1,070
| -2% | -$75.6K | 2.27% | 9 |
|
|
2019
Q2 | $4.38M | Buy |
57,164
+506
| +0.9% | +$38.8K | 2.58% | 7 |
|
|
2019
Q1 | $4.58M | Buy |
56,658
+341
| +0.6% | +$27.6K | 2.85% | 4 |
|
|
2018
Q4 | $3.84M | Buy |
56,317
+2,551
| +5% | +$174K | 2.79% | 5 |
|
|
2018
Q3 | $4.57M | Sell |
53,766
-620
| -1% | -$52.7K | 3.14% | 4 |
|
|
2018
Q2 | $4.5M | Sell |
54,386
-26
| -0% | -$2.15K | 3.37% | 4 |
|
|
2018
Q1 | $3.96M | Buy |
54,412
+270
| +0.5% | +$19.7K | 3.15% | 4 |
|
|
2017
Q4 | $4.53M | Sell |
54,142
-587
| -1% | -$49.1K | 3.45% | 2 |
|
|
2017
Q3 | $4.49M | Sell |
54,729
-145
| -0.3% | -$11.9K | 3.67% | 2 |
|
|
2017
Q2 | $4.43M | Sell |
54,874
-541
| -1% | -$43.7K | 3.75% | 2 |
|
|
2017
Q1 | $4.55M | Sell |
55,415
-2,671
| -5% | -$219K | 3.92% | 2 |
|
|
2016
Q4 | $5.28M | Buy |
58,086
+1,415
| +2% | +$129K | 4.33% | 2 |
|
|
2016
Q3 | $4.95M | Buy |
56,671
+1,817
| +3% | +$159K | 4.12% | 2 |
|
|
2016
Q2 | $5.14M | Buy |
54,854
+430
| +0.8% | +$40.3K | 4.5% | 2 |
|
|
2016
Q1 | $4.55M | Buy |
54,424
+533
| +1% | +$44.6K | 4.12% | 2 |
|
|
2015
Q4 | $4.2M | Buy |
+53,891
| New | +$4.2M | 3.88% | 2 |
|