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 |
|