Providence Wealth 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 | $1.73M | Sell |
16,230
-1,144
| -7% | -$122K | 1.19% | 26 |
|
2025
Q1 | $2.05M | Buy |
17,374
+2,333
| +16% | +$276K | 1.56% | 19 |
|
2024
Q4 | $1.63M | Buy |
15,041
+18
| +0.1% | +$1.95K | 1.23% | 25 |
|
2024
Q3 | $1.8M | Buy |
15,023
+194
| +1% | +$23.2K | 1.33% | 23 |
|
2024
Q2 | $1.71M | Buy |
14,829
+206
| +1% | +$23.7K | 1.36% | 22 |
|
2024
Q1 | $1.73M | Buy |
14,623
+9,660
| +195% | +$1.15M | 1.48% | 19 |
|
2023
Q4 | $717K | Sell |
4,963
-9,708
| -66% | -$1.4M | 0.65% | 48 |
|
2023
Q3 | $1.69M | Buy |
14,671
+613
| +4% | +$70.4K | 1.88% | 15 |
|
2023
Q2 | $1.5M | Buy |
14,058
+3
| +0% | +$321 | 1.66% | 20 |
|
2023
Q1 | $1.6M | Buy |
14,055
+253
| +2% | +$28.8K | 1.18% | 27 |
|
2022
Q4 | $1.51M | Buy |
13,802
+79
| +0.6% | +$8.62K | 1.12% | 29 |
|
2022
Q3 | $1.54M | Sell |
13,723
-396
| -3% | -$44.4K | 1.15% | 29 |
|
2022
Q2 | $1.15M | Buy |
14,119
+1,303
| +10% | +$106K | 0.83% | 39 |
|
2022
Q1 | $1.07M | Sell |
12,816
-1,295
| -9% | -$108K | 0.68% | 48 |
|
2021
Q4 | $970K | Buy |
14,111
+1,803
| +15% | +$124K | 0.61% | 52 |
|
2021
Q3 | $741K | Buy |
12,308
+203
| +2% | +$12.2K | 0.52% | 55 |
|
2021
Q2 | $755K | Sell |
12,105
-697
| -5% | -$43.5K | 0.52% | 57 |
|
2021
Q1 | $715K | Buy |
12,802
+1,501
| +13% | +$83.8K | 0.53% | 58 |
|
2020
Q4 | $470K | Buy |
11,301
+1,248
| +12% | +$51.9K | 0.39% | 66 |
|
2020
Q3 | $345K | Sell |
10,053
-8,640
| -46% | -$297K | 0.34% | 68 |
|
2020
Q2 | $836K | Buy |
18,693
+85
| +0.5% | +$3.8K | 0.85% | 39 |
|
2020
Q1 | $718K | Sell |
18,608
-915
| -5% | -$35.3K | 0.87% | 38 |
|
2019
Q4 | $1.36M | Sell |
19,523
-2,079
| -10% | -$145K | 1.25% | 27 |
|
2019
Q3 | $1.53M | Buy |
21,602
+380
| +2% | +$26.8K | 1.36% | 23 |
|
2019
Q2 | $1.61M | Buy |
21,222
+372
| +2% | +$28.3K | 1.5% | 22 |
|
2019
Q1 | $1.7M | Buy |
20,850
+724
| +4% | +$58.9K | 1.6% | 20 |
|
2018
Q4 | $1.37M | Sell |
20,126
-297
| -1% | -$20.2K | 1.52% | 22 |
|
2018
Q3 | $1.74M | Sell |
20,423
-582
| -3% | -$49.5K | 1.58% | 18 |
|
2018
Q2 | $1.74M | Buy |
21,005
+49
| +0.2% | +$4.05K | 1.69% | 19 |
|
2018
Q1 | $1.53M | Buy |
+20,956
| New | +$1.53M | 2.27% | 12 |
|