Schubert & Co’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 | $1.13M | Buy |
10,526
+222
| +2% | +$23.9K | 0.8% | 18 |
|
|
2025
Q1 | $1.23M | Buy |
10,304
+252
| +3% | +$30K | 0.84% | 16 |
|
|
2024
Q4 | $1.08M | Buy |
10,052
+53
| +0.5% | +$5.7K | 0.73% | 17 |
|
|
2024
Q3 | $1.17M | Buy |
9,999
+452
| +5% | +$53K | 0.83% | 15 |
|
|
2024
Q2 | $1.11M | Hold |
9,547
| – | – | 0.95% | 12 |
|
|
2024
Q1 | $1.11M | Buy |
9,547
+3,669
| +62% | +$427K | 0.95% | 12 |
|
|
2023
Q4 | $588K | Sell |
5,878
-190
| -3% | -$19K | 0.53% | 17 |
|
|
2023
Q3 | $714K | Buy |
6,068
+34
| +0.6% | +$4K | 0.73% | 14 |
|
|
2023
Q2 | $647K | Buy |
6,034
+41
| +0.7% | +$4.4K | 0.61% | 13 |
|
|
2023
Q1 | $657K | Sell |
5,993
-530
| -8% | -$58.1K | 0.59% | 12 |
|
|
2022
Q4 | $720K | Buy |
6,523
+26
| +0.4% | +$2.87K | 0.66% | 10 |
|
|
2022
Q3 | $567K | Buy |
6,497
+121
| +2% | +$10.6K | 0.54% | 10 |
|
|
2022
Q2 | $546K | Buy |
6,376
+327
| +5% | +$28K | 0.51% | 10 |
|
|
2022
Q1 | $500K | Sell |
6,049
-2,214
| -27% | -$183K | 0.55% | 9 |
|
|
2021
Q4 | $506K | Buy |
+8,263
| New | +$506K | 0.51% | 10 |
|