Souders 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 | $697K | Buy |
6,469
+51
| +0.8% | +$5.5K | 0.09% | 111 |
|
|
2025
Q1 | $763K | Buy |
6,418
+1,567
| +32% | +$186K | 0.11% | 107 |
|
|
2024
Q4 | $522K | Buy |
4,851
+509
| +12% | +$54.8K | 0.07% | 125 |
|
|
2024
Q3 | $509K | Buy |
4,342
+37
| +0.9% | +$4.34K | 0.07% | 124 |
|
|
2024
Q2 | $496K | Buy |
4,305
+230
| +6% | +$26.5K | 0.07% | 124 |
|
|
2024
Q1 | $474K | Buy |
4,075
+236
| +6% | +$27.4K | 0.07% | 123 |
|
|
2023
Q4 | $384K | Sell |
3,839
-2
| -0.1% | -$200 | 0.07% | 130 |
|
|
2023
Q3 | $452K | Sell |
3,841
-165
| -4% | -$19.4K | 0.09% | 121 |
|
|
2023
Q2 | $430K | Buy |
4,006
+81
| +2% | +$8.69K | 0.08% | 120 |
|
|
2023
Q1 | $430K | Buy |
3,925
+135
| +4% | +$14.8K | 0.09% | 121 |
|
|
2022
Q4 | $418K | Buy |
3,790
+98
| +3% | +$10.8K | 0.1% | 123 |
|
|
2022
Q3 | $322K | Buy |
3,692
+43
| +1% | +$3.75K | 0.09% | 127 |
|
|
2022
Q2 | $312K | Sell |
3,649
-230
| -6% | -$19.7K | 0.09% | 118 |
|
|
2022
Q1 | $320K | Buy |
3,879
+444
| +13% | +$36.6K | 0.09% | 117 |
|
|
2021
Q4 | $210K | Sell |
3,435
-398
| -10% | -$24.3K | 0.06% | 131 |
|
|
2021
Q3 | $225K | Sell |
3,833
-106
| -3% | -$6.22K | 0.07% | 126 |
|
|
2021
Q2 | $248K | Sell |
3,939
-840
| -18% | -$52.9K | 0.08% | 120 |
|
|
2021
Q1 | $267K | Buy |
+4,779
| New | +$267K | 0.1% | 107 |
|
|
2020
Q3 | – | Sell |
-4,702
| Closed | -$210K | – | 111 |
|
|
2020
Q2 | $210K | Buy |
+4,702
| New | +$210K | 0.12% | 92 |
|