Steph & Co’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 | $572K | Hold |
5,305
| – | – | 0.19% | 53 |
|
|
2025
Q1 | $631K | Buy |
5,305
+30
| +0.6% | +$3.57K | 0.23% | 50 |
|
|
2024
Q4 | $567K | Sell |
5,275
-95
| -2% | -$10.2K | 0.19% | 53 |
|
|
2024
Q3 | $629K | Buy |
5,370
+51
| +1% | +$5.98K | 0.2% | 49 |
|
|
2024
Q2 | $612K | Sell |
5,319
-689
| -11% | -$79.3K | 0.21% | 47 |
|
|
2024
Q1 | $698K | Buy |
6,008
+136
| +2% | +$15.8K | 0.24% | 41 |
|
|
2023
Q4 | $587K | Hold |
5,872
| – | – | 0.29% | 43 |
|
|
2023
Q3 | $690K | Hold |
5,872
| – | – | 0.39% | 37 |
|
|
2023
Q2 | $630K | Hold |
5,872
| – | – | 0.34% | 42 |
|
|
2023
Q1 | $644K | Sell |
5,872
-664
| -10% | -$72.8K | 0.4% | 40 |
|
|
2022
Q4 | $721K | Hold |
6,536
| – | – | 0.46% | 35 |
|
|
2022
Q3 | $571K | Hold |
6,536
| – | – | 0.4% | 37 |
|
|
2022
Q2 | $560K | Sell |
6,536
-300
| -4% | -$25.7K | 0.34% | 42 |
|
|
2022
Q1 | $565K | Hold |
6,836
| – | – | 0.34% | 37 |
|
|
2021
Q4 | $418K | Buy |
6,836
+300
| +5% | +$18.3K | 0.24% | 49 |
|
|
2021
Q3 | $384K | Hold |
6,536
| – | – | 0.25% | 48 |
|
|
2021
Q2 | $412K | Sell |
6,536
-590
| -8% | -$37.2K | 0.27% | 41 |
|
|
2021
Q1 | $398K | Hold |
7,126
| – | – | 0.28% | 34 |
|
|
2020
Q4 | $294K | Hold |
7,126
| – | – | 0.22% | 47 |
|
|
2020
Q3 | $245K | Sell |
7,126
-689
| -9% | -$23.7K | 0.23% | 42 |
|
|
2020
Q2 | $349K | Sell |
7,815
-800
| -9% | -$35.7K | 0.35% | 30 |
|
|
2020
Q1 | $327K | Sell |
8,615
-460
| -5% | -$17.5K | 0.37% | 34 |
|
|
2019
Q4 | $633K | Buy |
+9,075
| New | +$633K | 0.54% | 31 |
|