Silver Oak Advisory Group’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 | $422K | Buy |
3,921
+77
| +2% | +$8.29K | 0.2% | 46 |
|
|
2025
Q1 | $457K | Hold |
3,844
| – | – | 0.24% | 41 |
|
|
2024
Q4 | $413K | Sell |
3,844
-21
| -0.5% | -$2.26K | 0.22% | 42 |
|
|
2024
Q3 | $452K | Hold |
3,865
| – | – | 0.23% | 43 |
|
|
2024
Q2 | $444K | Hold |
3,865
| – | – | 0.25% | 41 |
|
|
2024
Q1 | $450K | Hold |
3,865
| – | – | 0.25% | 41 |
|
|
2023
Q4 | $386K | Hold |
3,865
| – | – | 0.23% | 42 |
|
|
2023
Q3 | $454K | Hold |
3,865
| – | – | 0.29% | 35 |
|
|
2023
Q2 | $414K | Hold |
3,865
| – | – | 0.27% | 34 |
|
|
2023
Q1 | $423K | Hold |
3,865
| – | – | 0.28% | 33 |
|
|
2022
Q4 | $426K | Hold |
3,865
| – | – | 0.3% | 33 |
|
|
2022
Q3 | $337K | Hold |
3,865
| – | – | 0.25% | 35 |
|
|
2022
Q2 | $331K | Hold |
3,865
| – | – | 0.23% | 37 |
|
|
2022
Q1 | $319K | Buy |
3,865
+61
| +2% | +$5.04K | 0.21% | 41 |
|
|
2021
Q4 | $233K | Buy |
+3,804
| New | +$233K | 0.15% | 57 |
|