Pinnacle Family 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 | $751K | Sell |
6,877
-269
| -4% | -$29.4K | 0.36% | 51 |
|
|
2025
Q1 | $850K | Buy |
7,146
+332
| +5% | +$39.5K | 0.46% | 48 |
|
|
2024
Q4 | $733K | Buy |
6,814
+146
| +2% | +$15.7K | 0.35% | 49 |
|
|
2024
Q3 | $782K | Sell |
6,668
-583
| -8% | -$68.3K | 0.4% | 52 |
|
|
2024
Q2 | $835K | Sell |
7,251
-94
| -1% | -$10.8K | 0.46% | 42 |
|
|
2024
Q1 | $854K | Buy |
7,345
+77
| +1% | +$8.95K | 0.46% | 38 |
|
|
2023
Q4 | $727K | Sell |
7,268
-159
| -2% | -$15.9K | 0.43% | 38 |
|
|
2023
Q3 | $873K | Buy |
7,427
+7
| +0.1% | +$823 | 0.5% | 31 |
|
|
2023
Q2 | $796K | Sell |
7,420
-821
| -10% | -$88.1K | 0.43% | 41 |
|
|
2023
Q1 | $904K | Sell |
8,241
-351
| -4% | -$38.5K | 0.55% | 40 |
|
|
2022
Q4 | $948K | Sell |
8,592
-153
| -2% | -$16.9K | 0.68% | 30 |
|
|
2022
Q3 | $764K | Buy |
8,745
+474
| +6% | +$41.4K | 0.66% | 32 |
|
|
2022
Q2 | $708K | Sell |
8,271
-4,858
| -37% | -$416K | 0.58% | 38 |
|
|
2022
Q1 | $1.08M | Buy |
13,129
+5,845
| +80% | +$483K | 0.58% | 29 |
|
|
2021
Q4 | $446K | Buy |
7,284
+10
| +0.1% | +$612 | 0.2% | 69 |
|
|
2021
Q3 | $428K | Sell |
7,274
-86
| -1% | -$5.06K | 0.19% | 74 |
|
|
2021
Q2 | $464K | Buy |
7,360
+671
| +10% | +$42.3K | 0.2% | 73 |
|
|
2021
Q1 | $373K | Buy |
+6,689
| New | +$373K | 0.2% | 79 |
|
|
2020
Q1 | – | Sell |
-3,042
| Closed | -$212K | – | 94 |
|
|
2019
Q4 | $212K | Buy |
3,042
+28
| +0.9% | +$1.95K | 0.19% | 74 |
|
|
2019
Q3 | $213K | Sell |
3,014
-676
| -18% | -$47.8K | 0.19% | 73 |
|
|
2019
Q2 | $283K | Buy |
3,690
+272
| +8% | +$20.9K | 0.23% | 66 |
|
|
2019
Q1 | $276K | Sell |
3,418
-326
| -9% | -$26.3K | 0.25% | 62 |
|
|
2018
Q4 | $255K | Sell |
3,744
-526
| -12% | -$35.8K | 0.17% | 56 |
|
|
2018
Q3 | $363K | Buy |
4,270
+1,519
| +55% | +$129K | 0.19% | 53 |
|
|
2018
Q2 | $228K | Sell |
2,751
-357
| -11% | -$29.6K | 0.12% | 61 |
|
|
2018
Q1 | $232K | Sell |
3,108
-968
| -24% | -$72.3K | 0.13% | 61 |
|
|
2017
Q4 | $341K | Buy |
4,076
+563
| +16% | +$47.1K | 0.16% | 61 |
|
|
2017
Q3 | $288K | Buy |
3,513
+16
| +0.5% | +$1.31K | 0.14% | 63 |
|
|
2017
Q2 | $282K | Sell |
3,497
-940
| -21% | -$75.8K | 0.16% | 58 |
|
|
2017
Q1 | $364K | Buy |
4,437
+1,041
| +31% | +$85.4K | 0.23% | 51 |
|
|
2016
Q4 | $306K | Buy |
+3,396
| New | +$306K | 0.19% | 56 |
|