San Luis 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 | $3.02M | Buy |
28,023
+3,684
| +15% | +$397K | 0.65% | 41 |
|
|
2025
Q1 | $2.9M | Sell |
24,339
-4,489
| -16% | -$534K | 0.65% | 39 |
|
|
2024
Q4 | $3.1M | Buy |
28,828
+195
| +0.7% | +$21K | 0.59% | 41 |
|
|
2024
Q3 | $3.36M | Sell |
28,633
-10,017
| -26% | -$1.17M | 0.69% | 37 |
|
|
2024
Q2 | $4.45M | Buy |
38,650
+705
| +2% | +$81.2K | 1.07% | 24 |
|
|
2024
Q1 | $4.41M | Sell |
37,945
-303
| -0.8% | -$35.2K | 2.32% | 10 |
|
|
2023
Q4 | $3.82M | Sell |
38,248
-614
| -2% | -$61.4K | 1.62% | 17 |
|
|
2023
Q3 | $4.57M | Sell |
38,862
-608
| -2% | -$71.5K | 2.2% | 13 |
|
|
2023
Q2 | $4.23M | Sell |
39,470
-1,346
| -3% | -$144K | 1.49% | 16 |
|
|
2023
Q1 | $4.48M | Sell |
40,816
-3,172
| -7% | -$348K | 1.72% | 12 |
|
|
2022
Q4 | $4.85M | Sell |
43,988
-4,762
| -10% | -$525K | 4.52% | 3 |
|
|
2022
Q3 | $4.26M | Sell |
48,750
-2,946
| -6% | -$257K | 4.46% | 5 |
|
|
2022
Q2 | $4.43M | Buy |
51,696
+11,367
| +28% | +$973K | 5.09% | 4 |
|
|
2022
Q1 | $2.47M | Hold |
40,329
| – | – | 1.21% | 13 |
|
|
2021
Q4 | $2.47M | Sell |
40,329
-8,904
| -18% | -$545K | 2.51% | 6 |
|
|
2021
Q3 | $2.9M | Buy |
+49,233
| New | +$2.9M | 1.61% | 11 |
|
|
2020
Q4 | $1.82M | Buy |
+44,111
| New | +$1.82M | 1.17% | 25 |
|