Portfolio Strategies’s Exxon Mobil XOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$417K	Sell	3,873 -622	-14%	-$67K	0.05%	32
2025 Q1	$535K	Sell	4,495 -669	-13%	-$79.6K	0.08%	28
2024 Q4	$555K	Sell	5,164 -1,647	-24%	-$177K	0.08%	26
2024 Q3	$734K	Sell	6,811 -973	-13%	-$105K	0.1%	25
2024 Q2	$896K	Hold	7,784	–	–	0.12%	22
2024 Q1	$905K	Sell	7,784 -36	-0.5%	-$4.19K	0.06%	66
2023 Q4	$782K	Sell	7,820 -170	-2%	-$17K	0.13%	24
2023 Q3	$939K	Sell	7,990 -215	-3%	-$25.3K	0.18%	29
2023 Q2	$880K	Sell	8,205 -1	-0%	-$107	0.16%	27
2023 Q1	$900K	Sell	8,206 -50	-0.6%	-$5.48K	0.18%	36
2022 Q4	$911K	Sell	8,256 -1,116	-12%	-$123K	0.2%	28
2022 Q3	$818K	Buy	9,372 +350	+4%	+$30.5K	0.21%	38
2022 Q2	$773K	Hold	9,022	–	–	0.18%	35
2022 Q1	$745K	Buy	9,022 +1,659	+23%	+$137K	0.14%	36
2021 Q4	$451K	Hold	7,363	–	–	0.08%	38
2021 Q3	$433K	Hold	7,363	–	–	0.09%	39
2021 Q2	$464K	Hold	7,363	–	–	0.09%	39
2021 Q1	$411K	Buy	7,363 +319	+5%	+$17.8K	0.09%	53
2020 Q4	$290K	Hold	7,044	–	–	0.06%	46
2020 Q3	$242K	Hold	7,044	–	–	0.07%	45
2020 Q2	$315K	Hold	7,044	–	–	0.11%	39
2020 Q1	$267K	Hold	7,044	–	–	0.15%	33
2019 Q4	$492K	Sell	7,044 -25	-0.4%	-$1.75K	0.23%	44
2019 Q3	$499K	Buy	+7,069	New	+$499K	0.26%	44
2019 Q2	–	Sell	-7,144	Closed	-$577K	–	65
2019 Q1	$577K	Buy	+7,144	New	+$577K	0.46%	42
2018 Q4	–	Sell	-100	Closed	-$9K	–	209
2018 Q3	$9K	Hold	100	–	–	0.01%	150
2018 Q2	$8K	Hold	100	–	–	0.01%	170
2018 Q1	$7K	Hold	100	–	–	0.01%	176
2017 Q4	$8K	Buy	+100	New	+$8K	0.01%	182