Proficio Capital Partners’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
$1.81M Sell
16,821
-2,223
-12% -$240K 0.11% 109
2025
Q1
$2.26M Buy
19,044
+792
+4% +$94.2K 0.18% 78
2024
Q4
$1.96M Buy
18,252
+4,760
+35% +$512K 0.16% 72
2024
Q3
$1.58M Sell
13,492
-3,865
-22% -$453K 0.16% 76
2024
Q2
$2M Buy
17,357
+2,410
+16% +$277K 0.21% 70
2024
Q1
$1.74M Buy
14,947
+2,275
+18% +$264K 0.19% 74
2023
Q4
$1.27M Sell
12,672
-534
-4% -$53.4K 0.16% 75
2023
Q3
$1.55M Buy
13,206
+175
+1% +$20.6K 0.21% 66
2023
Q2
$1.4M Buy
13,031
+144
+1% +$15.4K 0.19% 69
2023
Q1
$1.41M Buy
12,887
+262
+2% +$28.7K 0.22% 66
2022
Q4
$1.4M Buy
12,625
+5,478
+77% +$605K 0.26% 60
2022
Q3
$625K Sell
7,147
-305
-4% -$26.7K 0.12% 102
2022
Q2
$638K Buy
7,452
+778
+12% +$66.6K 0.12% 102
2022
Q1
$551K Sell
6,674
-1,883
-22% -$155K 0.08% 125
2021
Q4
$524K Buy
8,557
+320
+4% +$19.6K 0.07% 139
2021
Q3
$484K Sell
8,237
-861
-9% -$50.6K 0.06% 147
2021
Q2
$574K Buy
9,098
+435
+5% +$27.4K 0.07% 128
2021
Q1
$484K Buy
8,663
+1,888
+28% +$105K 0.06% 133
2020
Q4
$279K Buy
+6,775
New +$279K 0.04% 147
2020
Q3
Sell
-6,899
Closed -$312K 193
2020
Q2
$312K Buy
6,899
+2,172
+46% +$98.2K 0.06% 119
2020
Q1
$201K Buy
4,727
+1,255
+36% +$53.4K 0.05% 144
2019
Q4
$242K Buy
3,472
+65
+2% +$4.53K 0.07% 112
2019
Q3
$241K Sell
3,407
-569
-14% -$40.2K 0.09% 107
2019
Q2
$305K Sell
3,976
-36
-0.9% -$2.76K 0.1% 107
2019
Q1
$324K Sell
4,012
-411
-9% -$33.2K 0.12% 94
2018
Q4
$302K Buy
4,423
+521
+13% +$35.6K 0.13% 82
2018
Q3
$332K Sell
3,902
-286
-7% -$24.3K 0.11% 87
2018
Q2
$346K Buy
4,188
+241
+6% +$19.9K 0.14% 94
2018
Q1
$294K Buy
3,947
+200
+5% +$14.9K 0.09% 102
2017
Q4
$313K Buy
3,747
+182
+5% +$15.2K 0.1% 102
2017
Q3
$292K Sell
3,565
-1,094
-23% -$89.6K 0.12% 107
2017
Q2
$376K Sell
4,659
-23
-0.5% -$1.86K 0.16% 97
2017
Q1
$385K Buy
4,682
+2,379
+103% +$196K 0.17% 98
2016
Q4
$208K Buy
2,303
+46
+2% +$4.16K 0.09% 134
2016
Q3
$197K Buy
2,257
+42
+2% +$3.67K 0.11% 125
2016
Q2
$200K Buy
2,215
+1,451
+190% +$131K 0.13% 122
2016
Q1
$64K Buy
764
+16
+2% +$1.34K 0.05% 176
2015
Q4
$58K Buy
+748
New +$58K 0.06% 133