Sequent Planning’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 | $319K | Buy |
2,962
+569
| +24% | +$61.3K | 0.1% | 121 |
|
|
2025
Q1 | $285K | Sell |
2,393
-1,162
| -33% | -$138K | 0.1% | 119 |
|
|
2024
Q4 | $382K | Buy |
3,555
+1,372
| +63% | +$148K | 0.14% | 99 |
|
|
2024
Q3 | $256K | Sell |
2,183
-67
| -3% | -$7.85K | 0.09% | 124 |
|
|
2024
Q2 | $259K | Sell |
2,250
-109
| -5% | -$12.5K | 0.09% | 121 |
|
|
2024
Q1 | $274K | Buy |
+2,359
| New | +$274K | 0.1% | 118 |
|