Plan Group Financial’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 | $4.75M | Buy |
44,101
+1,753
| +4% | +$189K | 1.56% | 13 |
|
|
2025
Q1 | $5.04M | Buy |
42,348
+29,587
| +232% | +$3.52M | 1.8% | 17 |
|
|
2024
Q4 | $1.37M | Buy |
12,761
+1,501
| +13% | +$161K | 0.73% | 29 |
|
|
2024
Q3 | $1.32M | Buy |
11,260
+2,233
| +25% | +$262K | 0.7% | 28 |
|
|
2024
Q2 | $1.04M | Buy |
9,027
+3,647
| +68% | +$420K | 0.64% | 30 |
|
|
2024
Q1 | $625K | Buy |
5,380
+1,860
| +53% | +$216K | 0.41% | 43 |
|
|
2023
Q4 | $352K | Sell |
3,520
-669
| -16% | -$66.9K | 0.31% | 42 |
|
|
2023
Q3 | $493K | Sell |
4,189
-18,499
| -82% | -$2.18M | 0.35% | 36 |
|
|
2023
Q2 | $2.43M | Buy |
+22,688
| New | +$2.43M | 2.03% | 12 |
|