SS&H 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 | $5.78M | Buy |
53,656
+16,266
| +44% | +$1.75M | 1.93% | 12 |
|
|
2025
Q1 | $4.45M | Sell |
37,390
-457
| -1% | -$54.4K | 1.66% | 12 |
|
|
2024
Q4 | $4.07M | Buy |
37,847
+50
| +0.1% | +$5.38K | 1.48% | 13 |
|
|
2024
Q3 | $4.43M | Hold |
37,797
| – | – | 1.61% | 13 |
|
|
2024
Q2 | $4.35M | Hold |
37,797
| – | – | 1.7% | 13 |
|
|
2024
Q1 | $4.39M | Sell |
37,797
-17,023
| -31% | -$1.98M | 1.83% | 13 |
|
|
2023
Q4 | $5.48M | Buy |
54,820
+367
| +0.7% | +$36.7K | 2.32% | 8 |
|
|
2023
Q3 | $6.4M | Buy |
+54,453
| New | +$6.4M | 3% | 6 |
|
|
2023
Q1 | $6.17M | Buy |
56,310
+1,326
| +2% | +$145K | 2.83% | 6 |
|
|
2022
Q4 | $6.06M | Hold |
54,984
| – | – | 2.89% | 6 |
|
|
2022
Q3 | $4.8M | Buy |
54,984
+1,000
| +2% | +$87.3K | 2.48% | 7 |
|
|
2022
Q2 | $4.62M | Sell |
53,984
-600
| -1% | -$51.4K | 2.14% | 11 |
|
|
2022
Q1 | $4.51M | Buy |
+54,584
| New | +$4.51M | 1.76% | 13 |
|