Sandy Cove 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 | $1.2M | Buy |
11,086
+992
| +10% | +$107K | 0.43% | 35 |
|
|
2025
Q1 | $1.2M | Buy |
10,094
+831
| +9% | +$98.8K | 0.48% | 31 |
|
|
2024
Q4 | $996K | Buy |
9,263
+1,372
| +17% | +$148K | 0.39% | 40 |
|
|
2024
Q3 | $925K | Buy |
7,891
+461
| +6% | +$54K | 0.38% | 42 |
|
|
2024
Q2 | $855K | Buy |
7,430
+958
| +15% | +$110K | 0.38% | 45 |
|
|
2024
Q1 | $752K | Buy |
6,472
+1,839
| +40% | +$214K | 0.35% | 50 |
|
|
2023
Q4 | $463K | Sell |
4,633
-416
| -8% | -$41.6K | 0.24% | 66 |
|
|
2023
Q3 | $594K | Buy |
5,049
+32
| +0.6% | +$3.76K | 0.34% | 52 |
|
|
2023
Q2 | $538K | Buy |
5,017
+1,790
| +55% | +$192K | 0.31% | 55 |
|
|
2023
Q1 | $354K | Buy |
3,227
+5
| +0.2% | +$548 | 0.26% | 61 |
|
|
2022
Q4 | $355K | Sell |
3,222
-202
| -6% | -$22.3K | 0.29% | 52 |
|
|
2022
Q3 | $299K | Sell |
3,424
-9,542
| -74% | -$833K | 0.27% | 53 |
|
|
2022
Q2 | $1.11M | Buy |
12,966
+1
| +0% | +$86 | 1.01% | 22 |
|
|
2022
Q1 | $1.07M | Buy |
12,965
+3,124
| +32% | +$258K | 0.89% | 19 |
|
|
2021
Q4 | $602K | Buy |
+9,841
| New | +$602K | 0.51% | 37 |
|