Professional Advisory Services’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
$829K Sell
7,693
-138
-2% -$14.9K 0.11% 45
2025
Q1
$931K Buy
7,831
+138
+2% +$16.4K 0.13% 41
2024
Q4
$828K Hold
7,693
0.11% 42
2024
Q3
$902K Hold
7,693
0.12% 44
2024
Q2
$886K Sell
7,693
-30
-0.4% -$3.46K 0.12% 42
2024
Q1
$898K Buy
7,723
+130
+2% +$15.1K 0.12% 39
2023
Q4
$759K Hold
7,593
0.11% 40
2023
Q3
$893K Hold
7,593
0.15% 37
2023
Q2
$814K Hold
7,593
0.12% 40
2023
Q1
$833K Hold
7,593
0.13% 41
2022
Q4
$838K Sell
7,593
-350
-4% -$38.6K 0.14% 41
2022
Q3
$694K Sell
7,943
-195
-2% -$17K 0.12% 41
2022
Q2
$697K Sell
8,138
-200
-2% -$17.1K 0.12% 40
2022
Q1
$689K Buy
8,338
+195
+2% +$16.1K 0.1% 41
2021
Q4
$498K Sell
8,143
-150
-2% -$9.17K 0.07% 50
2021
Q3
$488K Buy
8,293
+150
+2% +$8.83K 0.07% 48
2021
Q2
$514K Hold
8,143
0.07% 45
2021
Q1
$455K Hold
8,143
0.07% 47
2020
Q4
$336K Sell
8,143
-277
-3% -$11.4K 0.05% 54
2020
Q3
$289K Sell
8,420
-1,173
-12% -$40.3K 0.05% 54
2020
Q2
$429K Sell
9,593
-775
-7% -$34.7K 0.08% 43
2020
Q1
$394K Hold
10,368
0.09% 41
2019
Q4
$723K Hold
10,368
0.13% 41
2019
Q3
$732K Buy
10,368
+175
+2% +$12.4K 0.14% 41
2019
Q2
$781K Sell
10,193
-1,199
-11% -$91.9K 0.15% 39
2019
Q1
$920K Sell
11,392
-1,000
-8% -$80.8K 0.18% 39
2018
Q4
$845K Sell
12,392
-120
-1% -$8.18K 0.19% 39
2018
Q3
$1.06M Sell
12,512
-1,000
-7% -$85K 0.21% 38
2018
Q2
$1.12M Hold
13,512
0.23% 36
2018
Q1
$1.01M Hold
13,512
0.22% 36
2017
Q4
$1.13M Hold
13,512
0.24% 35
2017
Q3
$1.11M Sell
13,512
-890
-6% -$73K 0.24% 34
2017
Q2
$1.16M Hold
14,402
0.25% 34
2017
Q1
$1.18M Hold
14,402
0.26% 34
2016
Q4
$1.3M Hold
14,402
0.3% 33
2016
Q3
$1.26M Buy
14,402
+1,319
+10% +$115K 0.29% 33
2016
Q2
$1.23M Hold
13,083
0.28% 34
2016
Q1
$1.09M Hold
13,083
0.26% 35
2015
Q4
$1.02M Sell
13,083
-365
-3% -$28.5K 0.24% 35
2015
Q3
$1M Sell
13,448
-292
-2% -$21.7K 0.25% 35
2015
Q2
$1.14M Hold
13,740
0.27% 33
2015
Q1
$1.17M Sell
13,740
-110,413
-89% -$9.39M 0.28% 34
2014
Q4
$11.5M Buy
124,153
+2,123
+2% +$196K 2.68% 24
2014
Q3
$11.5M Sell
122,030
-12,404
-9% -$1.17M 2.78% 20
2014
Q2
$13.5M Sell
134,434
-19,520
-13% -$1.97M 3.29% 13
2014
Q1
$15M Buy
153,954
+3,484
+2% +$340K 3.75% 10
2013
Q4
$15.2M Sell
150,470
-939
-0.6% -$95K 3.96% 9
2013
Q3
$13M Buy
151,409
+4,190
+3% +$361K 3.67% 8
2013
Q2
$13.3M Buy
+147,219
New +$13.3M 3.97% 7