Second Half Financial Partners’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 | $753K | Sell |
6,987
-322
| -4% | -$34.7K | 0.35% | 35 |
|
|
2025
Q1 | $869K | Buy |
7,309
+1,317
| +22% | +$157K | 0.43% | 35 |
|
|
2024
Q4 | $645K | Sell |
5,992
-56
| -0.9% | -$6.02K | 0.31% | 43 |
|
|
2024
Q3 | $709K | Sell |
6,048
-103
| -2% | -$12.1K | 0.38% | 46 |
|
|
2024
Q2 | $708K | Buy |
6,151
+189
| +3% | +$21.8K | 0.57% | 21 |
|
|
2024
Q1 | $693K | Buy |
5,962
+213
| +4% | +$24.8K | 0.31% | 39 |
|
|
2023
Q4 | $575K | Sell |
5,749
-61
| -1% | -$6.1K | 0.28% | 31 |
|
|
2023
Q3 | $683K | Sell |
5,810
-34,031
| -85% | -$4M | 0.34% | 20 |
|
|
2023
Q2 | $4.27M | Buy |
39,841
+33,761
| +555% | +$3.62M | 0.98% | 24 |
|
|
2023
Q1 | $667K | Sell |
6,080
-130
| -2% | -$14.3K | 0.4% | 20 |
|
|
2022
Q4 | $720K | Sell |
6,210
-1,515
| -20% | -$176K | 0.47% | 24 |
|
|
2022
Q3 | $674K | Buy |
7,725
+927
| +14% | +$80.9K | 0.84% | 20 |
|
|
2022
Q2 | $380K | Hold |
6,798
| – | – | 0.29% | 49 |
|
|
2022
Q1 | $380K | Buy |
+6,798
| New | +$380K | 0.29% | 49 |
|