SLFPAM
St. Louis Financial Planners Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
26,523
+2,597
| +11% | +$280K | 2.18% | 13 |
|
|
2025
Q1 | $2.85M | Buy |
+23,926
| New | +$2.85M | 2.13% | 11 |
|
|
2024
Q3 | – | Sell |
-18,749
| Closed | -$2.16M | – | 44 |
|
|
2024
Q2 | $2.16M | Sell |
18,749
-727
| -4% | -$83.6K | 1.85% | 14 |
|
|
2024
Q1 | $2.32M | Buy |
19,476
+3,654
| +23% | +$436K | 2.09% | 9 |
|
|
2023
Q4 | $1.58M | Sell |
15,822
-200
| -1% | -$20K | 1.47% | 25 |
|
|
2023
Q3 | $1.79M | Sell |
16,022
-3,492
| -18% | -$389K | 1.43% | 10 |
|
|
2023
Q2 | $2.09M | Buy |
19,514
+3,239
| +20% | +$347K | 2.1% | 11 |
|
|
2023
Q1 | $1.78M | Sell |
16,275
-3,535
| -18% | -$388K | 2.03% | 13 |
|
|
2022
Q4 | $2.19M | Buy |
+19,810
| New | +$2.19M | 2.14% | 3 |
|