Powell 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 | $679K | Buy |
+6,303
| New | +$679K | 0.25% | 60 |
|
|
2025
Q1 | – | Sell |
-6,303
| Closed | -$678K | – | 165 |
|
|
2024
Q4 | $678K | Hold |
6,303
| – | – | 0.31% | 48 |
|
|
2024
Q3 | $739K | Buy |
6,303
+100
| +2% | +$11.7K | 0.35% | 46 |
|
|
2024
Q2 | $714K | Buy |
6,203
+87
| +1% | +$10K | 0.37% | 44 |
|
|
2024
Q1 | $711K | Hold |
6,116
| – | – | 0.38% | 44 |
|
|
2023
Q4 | $611K | Hold |
6,116
| – | – | 0.34% | 47 |
|
|
2023
Q3 | $719K | Sell |
6,116
-1
| -0% | -$118 | 0.43% | 40 |
|
|
2023
Q2 | $656K | Sell |
6,117
-10,025
| -62% | -$1.08M | 0.38% | 47 |
|
|
2023
Q1 | $1.77M | Hold |
16,142
| – | – | 0.99% | 19 |
|
|
2022
Q4 | $1.78M | Buy |
16,142
+10,025
| +164% | +$1.11M | 1.03% | 19 |
|
|
2022
Q3 | $534K | Hold |
6,117
| – | – | 0.35% | 51 |
|
|
2022
Q2 | $524K | Hold |
6,117
| – | – | 0.32% | 49 |
|
|
2022
Q1 | $505K | Buy |
6,117
+1,560
| +34% | +$129K | 0.29% | 52 |
|
|
2021
Q4 | $279K | Sell |
4,557
-2,200
| -33% | -$135K | 0.16% | 82 |
|
|
2021
Q3 | $397K | Hold |
6,757
| – | – | 0.25% | 56 |
|
|
2021
Q2 | $426K | Hold |
6,757
| – | – | 0.26% | 51 |
|
|
2021
Q1 | $377K | Buy |
6,757
+16
| +0.2% | +$893 | 0.25% | 55 |
|
|
2020
Q4 | $278K | Buy |
6,741
+21
| +0.3% | +$866 | 0.21% | 67 |
|
|
2020
Q3 | $231K | Sell |
6,720
-2,764
| -29% | -$95K | 0.2% | 78 |
|
|
2020
Q2 | $424K | Buy |
9,484
+68
| +0.7% | +$3.04K | 0.41% | 44 |
|
|
2020
Q1 | $358K | Buy |
9,416
+2,176
| +30% | +$82.7K | 0.43% | 49 |
|
|
2019
Q4 | $505K | Buy |
+7,240
| New | +$505K | 0.53% | 42 |
|