S.A. Mason’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
$705K Sell
6,539
-194
-3% -$20.9K 0.34% 70
2025
Q1
$801K Sell
6,733
-40
-0.6% -$4.76K 0.42% 62
2024
Q4
$729K Sell
6,773
-260
-4% -$28K 0.38% 65
2024
Q3
$824K Buy
7,033
+291
+4% +$34.1K 0.44% 60
2024
Q2
$776K Sell
6,742
-15
-0.2% -$1.73K 0.44% 59
2024
Q1
$785K Buy
6,757
+218
+3% +$25.3K 0.47% 55
2023
Q4
$654K Buy
6,539
+621
+10% +$62.1K 0.44% 57
2023
Q3
$696K Sell
5,918
-26
-0.4% -$3.06K 0.5% 53
2023
Q2
$652K Hold
5,944
0.47% 59
2023
Q1
$652K Sell
5,944
-106
-2% -$11.6K 0.47% 59
2022
Q4
$667K Buy
6,050
+5
+0.1% +$551 0.5% 55
2022
Q3
$528K Buy
6,045
+5
+0.1% +$437 0.42% 66
2022
Q2
$517K Buy
6,040
+37
+0.6% +$3.17K 0.38% 75
2022
Q1
$496K Buy
6,003
+6
+0.1% +$496 0.31% 90
2021
Q4
$367K Sell
5,997
-317
-5% -$19.4K 0.22% 113
2021
Q3
$371K Buy
6,314
+568
+10% +$33.4K 0.24% 111
2021
Q2
$362K Buy
5,746
+1
+0% +$63 0.25% 108
2021
Q1
$321K Buy
5,745
+85
+2% +$4.75K 0.24% 113
2020
Q4
$233K Sell
5,660
-535
-9% -$22K 0.19% 132
2020
Q3
$213K Sell
6,195
-800
-11% -$27.5K 0.2% 124
2020
Q2
$313K Sell
6,995
-90
-1% -$4.03K 0.33% 86
2020
Q1
$269K Buy
7,085
+141
+2% +$5.35K 0.33% 86
2019
Q4
$485K Buy
+6,944
New +$485K 0.46% 67