St. Clair 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 | $2.43M | Buy |
22,506
+1,228
| +6% | +$132K | 0.63% | 29 |
|
|
2025
Q1 | $2.53M | Hold |
21,278
| – | – | 0.71% | 27 |
|
|
2024
Q4 | $2.29M | Hold |
21,278
| – | – | 0.66% | 29 |
|
|
2024
Q3 | $2.49M | Hold |
21,278
| – | – | 0.71% | 26 |
|
|
2024
Q2 | $2.45M | Hold |
21,278
| – | – | 0.78% | 24 |
|
|
2024
Q1 | $2.47M | Hold |
21,278
| – | – | 0.8% | 23 |
|
|
2023
Q4 | $2.13M | Hold |
21,278
| – | – | 0.73% | 26 |
|
|
2023
Q3 | $2.5M | Buy |
21,278
+3,120
| +17% | +$367K | 0.99% | 20 |
|
|
2023
Q2 | $1.95M | Hold |
18,158
| – | – | 0.76% | 23 |
|
|
2023
Q1 | $1.99M | Buy |
18,158
+15,468
| +575% | +$1.7M | 0.87% | 19 |
|
|
2022
Q4 | $297K | Buy |
+2,690
| New | +$297K | 0.19% | 49 |
|
|
2022
Q1 | – | Sell |
-3,285
| Closed | -$201K | – | 52 |
|
|
2021
Q4 | $201K | Sell |
3,285
-485
| -13% | -$29.7K | 0.12% | 50 |
|
|
2021
Q3 | $222K | Buy |
3,770
+485
| +15% | +$28.5K | 0.15% | 48 |
|
|
2021
Q2 | $207K | Buy |
+3,285
| New | +$207K | 0.16% | 41 |
|
|
2021
Q1 | – | Sell |
-12,470
| Closed | -$514K | – | 46 |
|
|
2020
Q4 | $514K | Buy |
+12,470
| New | +$514K | 0.49% | 24 |
|