POIA
Pin Oak Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
39,818
+3,375
| +9% | +$401K | 4.01% | 5 |
|
|
2025
Q1 | $4.72M | Buy |
36,443
+412
| +1% | +$53.3K | 3.6% | 5 |
|
|
2024
Q4 | $4.22M | Hold |
36,031
| – | – | 3.84% | 5 |
|
|
2024
Q3 | $4.22M | Sell |
36,031
-1,098
| -3% | -$129K | 3.84% | 5 |
|
|
2024
Q2 | $4.27M | Buy |
37,129
+10,653
| +40% | +$1.23M | 4.09% | 4 |
|
|
2024
Q1 | $3.08M | Buy |
26,476
+64
| +0.2% | +$7.44K | 2.96% | 7 |
|
|
2023
Q4 | $2.64M | Buy |
26,412
+5,772
| +28% | +$577K | 2.68% | 9 |
|
|
2023
Q3 | $2.43M | Buy |
20,640
+8
| +0% | +$941 | 2.73% | 7 |
|
|
2023
Q2 | $2.21M | Sell |
20,632
-682
| -3% | -$73.2K | 2.45% | 10 |
|
|
2023
Q1 | $2.34M | Sell |
21,314
-65
| -0.3% | -$7.13K | 2.89% | 9 |
|
|
2022
Q4 | $2.36M | Buy |
21,379
+616
| +3% | +$67.9K | 2.91% | 9 |
|
|
2022
Q3 | $1.81M | Sell |
20,763
-198
| -0.9% | -$17.3K | 2.28% | 11 |
|
|
2022
Q2 | $1.8M | Sell |
20,961
-380
| -2% | -$32.5K | 2.2% | 11 |
|
|
2022
Q1 | $1.76M | Sell |
21,341
-6,719
| -24% | -$555K | 1.88% | 13 |
|
|
2021
Q4 | $1.72M | Sell |
28,060
-3,296
| -11% | -$202K | 1.74% | 17 |
|
|
2021
Q3 | $1.84M | Buy |
31,356
+942
| +3% | +$55.4K | 2.03% | 16 |
|
|
2021
Q2 | $1.92M | Sell |
30,414
-1,913
| -6% | -$121K | 1.95% | 17 |
|
|
2021
Q1 | $1.81M | Sell |
32,327
-1,082
| -3% | -$60.4K | 1.53% | 23 |
|
|
2020
Q4 | $1.38M | Sell |
33,409
-1,087
| -3% | -$44.8K | 1.13% | 32 |
|
|
2020
Q3 | $1.18M | Buy |
34,496
+1,000
| +3% | +$34.3K | 1.14% | 30 |
|
|
2020
Q2 | $1.5M | Sell |
33,496
-1,323
| -4% | -$59.2K | 1.39% | 25 |
|
|
2020
Q1 | $1.32M | Buy |
34,819
+521
| +2% | +$19.8K | 1.38% | 25 |
|
|
2019
Q4 | $2.39M | Sell |
34,298
-350
| -1% | -$24.4K | 1.92% | 13 |
|
|
2019
Q3 | $2.45M | Sell |
34,648
-163
| -0.5% | -$11.5K | 2.01% | 9 |
|
|
2019
Q2 | $2.67M | Sell |
34,811
-2,760
| -7% | -$212K | 2.08% | 8 |
|
|
2019
Q1 | $3.04M | Sell |
37,571
-1,138
| -3% | -$92K | 2.43% | 6 |
|
|
2018
Q4 | $2.64M | Sell |
38,709
-6,708
| -15% | -$457K | 2.34% | 8 |
|
|
2018
Q3 | $3.86M | Sell |
45,417
-4,435
| -9% | -$377K | 2.9% | 1 |
|
|
2018
Q2 | $4.12M | Buy |
49,852
+2,609
| +6% | +$216K | 3.03% | 1 |
|
|
2018
Q1 | $3.53M | Sell |
47,243
-178
| -0.4% | -$13.3K | 2.86% | 2 |
|
|
2017
Q4 | $3.97M | Buy |
+47,421
| New | +$3.97M | 3.04% | 2 |
|