Pinnacle Financial Group’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 | $411K | Sell |
3,817
-3,269
| -46% | -$352K | 0.14% | 65 |
|
|
2025
Q1 | $843K | Buy |
7,086
+3,590
| +103% | +$427K | 0.31% | 44 |
|
|
2024
Q4 | $376K | Buy |
3,496
+22
| +0.6% | +$2.37K | 0.15% | 62 |
|
|
2024
Q3 | $407K | Buy |
3,474
+77
| +2% | +$9.03K | 0.16% | 57 |
|
|
2024
Q2 | $391K | Buy |
3,397
+351
| +12% | +$40.4K | 0.17% | 54 |
|
|
2024
Q1 | $354K | Hold |
3,046
| – | – | 0.16% | 54 |
|
|
2023
Q4 | $305K | Sell |
3,046
-600
| -16% | -$60K | 0.16% | 57 |
|
|
2023
Q3 | $429K | Hold |
3,646
| – | – | 0.26% | 40 |
|
|
2023
Q2 | $391K | Hold |
3,646
| – | – | 0.22% | 46 |
|
|
2023
Q1 | $400K | Buy |
3,646
+109
| +3% | +$12K | 0.24% | 45 |
|
|
2022
Q4 | $390K | Hold |
3,537
| – | – | 0.28% | 44 |
|
|
2022
Q3 | $309K | Hold |
3,537
| – | – | 0.27% | 45 |
|
|
2022
Q2 | $303K | Hold |
3,537
| – | – | 0.26% | 44 |
|
|
2022
Q1 | $292K | Hold |
3,537
| – | – | 0.24% | 51 |
|
|
2021
Q4 | $216K | Buy |
+3,537
| New | +$216K | 0.17% | 63 |
|