Southland Equity 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
$1.73M Sell
16,041
-1,308
-8% -$141K 0.38% 56
2025
Q1
$2.06M Buy
17,349
+150
+0.9% +$17.8K 0.48% 45
2024
Q4
$1.85M Buy
17,199
+2,740
+19% +$295K 0.43% 50
2024
Q3
$1.69M Buy
14,459
+4,095
+40% +$480K 0.41% 51
2024
Q2
$1.19M Buy
10,364
+4,725
+84% +$544K 0.34% 56
2024
Q1
$656K Buy
5,639
+242
+4% +$28.1K 0.18% 80
2023
Q4
$540K Buy
5,397
+690
+15% +$69K 0.17% 85
2023
Q3
$553K Buy
4,707
+621
+15% +$73K 0.19% 74
2023
Q2
$438K Sell
4,086
-67
-2% -$7.19K 0.15% 94
2023
Q1
$455K Buy
4,153
+77
+2% +$8.44K 0.18% 93
2022
Q4
$450K Buy
4,076
+107
+3% +$11.8K 0.17% 87
2022
Q3
$347K Buy
3,969
+97
+3% +$8.47K 0.17% 95
2022
Q2
$332K Sell
3,872
-1,135
-23% -$97.2K 0.15% 103
2022
Q1
$414K Sell
5,007
-119
-2% -$9.83K 0.17% 93
2021
Q4
$314K Buy
5,126
+123
+2% +$7.53K 0.13% 120
2021
Q3
$294K Buy
5,003
+66
+1% +$3.88K 0.14% 115
2021
Q2
$311K Buy
4,937
+36
+0.7% +$2.27K 0.15% 106
2021
Q1
$274K Buy
+4,901
New +$274K 0.16% 114