Seneca Financial 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 | $2.28M | Hold |
21,108
| – | – | 0.88% | 22 |
|
|
2025
Q1 | $2.51M | Sell |
21,108
-60
| -0.3% | -$7.14K | 1.22% | 17 |
|
|
2024
Q4 | $2.28M | Hold |
21,168
| – | – | 1.13% | 17 |
|
|
2024
Q3 | $2.48M | Sell |
21,168
-16
| -0.1% | -$1.88K | 1.21% | 17 |
|
|
2024
Q2 | $2.44M | Sell |
21,184
-61
| -0.3% | -$7.02K | 1.26% | 17 |
|
|
2024
Q1 | $2.47M | Sell |
21,245
-17
| -0.1% | -$1.98K | 1.32% | 17 |
|
|
2023
Q4 | $2.13M | Hold |
21,262
| – | – | 1.23% | 19 |
|
|
2023
Q3 | $2.5M | Sell |
21,262
-142
| -0.7% | -$16.7K | 1.71% | 14 |
|
|
2023
Q2 | $2.3M | Buy |
21,404
+175
| +0.8% | +$18.8K | 1.52% | 14 |
|
|
2023
Q1 | $2.33M | Hold |
21,229
| – | – | 1.5% | 16 |
|
|
2022
Q4 | $2.34M | Hold |
21,229
| – | – | 1.48% | 16 |
|
|
2022
Q3 | $1.85M | Buy |
21,229
+61
| +0.3% | +$5.33K | 1.33% | 16 |
|
|
2022
Q2 | $1.81M | Hold |
21,168
| – | – | 1.22% | 17 |
|
|
2022
Q1 | $1.75M | Sell |
21,168
-1
| -0% | -$83 | 1.06% | 18 |
|
|
2021
Q4 | $1.3M | Sell |
21,169
-22
| -0.1% | -$1.35K | 0.77% | 20 |
|
|
2021
Q3 | $1.25M | Sell |
21,191
-150
| -0.7% | -$8.82K | 0.83% | 20 |
|
|
2021
Q2 | $1.35M | Sell |
21,341
-76
| -0.4% | -$4.79K | 0.88% | 20 |
|
|
2021
Q1 | $1.2M | Sell |
21,417
-417
| -2% | -$23.3K | 0.84% | 21 |
|
|
2020
Q4 | $900K | Buy |
+21,834
| New | +$900K | 0.68% | 22 |
|