Private Advisory 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 | $10.4M | Buy |
96,532
+94,576
| +4,835% | +$10.2M | 0.94% | 31 |
|
|
2025
Q1 | $233K | Sell |
1,956
-525
| -21% | -$62.4K | 0.03% | 181 |
|
|
2024
Q4 | $267K | Buy |
2,481
+631
| +34% | +$67.9K | 0.03% | 183 |
|
|
2024
Q3 | $217K | Buy |
1,850
+39
| +2% | +$4.57K | 0.03% | 186 |
|
|
2024
Q2 | $208K | Buy |
+1,811
| New | +$208K | 0.03% | 164 |
|
|
2023
Q1 | – | Sell |
-13,962
| Closed | -$1.54M | – | 242 |
|
|
2022
Q4 | $1.54M | Buy |
+13,962
| New | +$1.54M | 0.34% | 71 |
|
|
2022
Q3 | – | Sell |
-13,054
| Closed | -$1.12M | – | 220 |
|
|
2022
Q2 | $1.12M | Buy |
13,054
+2,053
| +19% | +$176K | 0.25% | 75 |
|
|
2022
Q1 | $909K | Buy |
+11,001
| New | +$909K | 0.18% | 88 |
|
|
2020
Q3 | – | Sell |
-60,378
| Closed | -$2.7M | – | 124 |
|
|
2020
Q2 | $2.7M | Sell |
60,378
-4,588
| -7% | -$205K | 1.11% | 28 |
|
|
2020
Q1 | $2.47M | Buy |
+64,966
| New | +$2.47M | 1.26% | 33 |
|