Pinion Investment 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 | $470K | Buy |
4,360
+45
| +1% | +$4.85K | 0.16% | 104 |
|
|
2025
Q1 | $513K | Sell |
4,315
-167
| -4% | -$19.9K | 0.11% | 96 |
|
|
2024
Q4 | $482K | Sell |
4,482
-10
| -0.2% | -$1.08K | 0.19% | 94 |
|
|
2024
Q3 | $527K | Buy |
4,492
+256
| +6% | +$30K | 0.22% | 86 |
|
|
2024
Q2 | $488K | Buy |
4,236
+400
| +10% | +$46K | 0.24% | 79 |
|
|
2024
Q1 | $446K | Buy |
3,836
+588
| +18% | +$68.4K | 0.23% | 85 |
|
|
2023
Q4 | $325K | Buy |
3,248
+236
| +8% | +$23.6K | 0.2% | 112 |
|
|
2023
Q3 | $354K | Buy |
3,012
+178
| +6% | +$20.9K | 0.23% | 108 |
|
|
2023
Q2 | $304K | Buy |
2,834
+789
| +39% | +$84.6K | 0.21% | 126 |
|
|
2023
Q1 | $224K | Buy |
2,045
+204
| +11% | +$22.3K | 0.21% | 112 |
|
|
2022
Q4 | $203K | Buy |
+1,841
| New | +$203K | 0.19% | 123 |
|
|
2020
Q1 | – | Sell |
-3,598
| Closed | -$251K | – | 123 |
|
|
2019
Q4 | $251K | Buy |
3,598
+432
| +14% | +$30.1K | 0.47% | 105 |
|
|
2019
Q3 | $224K | Buy |
+3,166
| New | +$224K | 0.46% | 106 |
|
|
2018
Q2 | – | Sell |
-3,307
| Closed | -$247K | – | 124 |
|
|
2018
Q1 | $247K | Buy |
+3,307
| New | +$247K | 0.53% | 97 |
|