Sterling Investment Advisors (Missouri)’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 | $234K | Buy |
+1,793
| New | +$234K | 0.12% | 36 |
|
|
2017
Q1 | – | Sell |
-2,229
| Closed | -$201K | – | 26 |
|
|
2016
Q4 | $201K | Buy |
+2,229
| New | +$201K | 0.21% | 24 |
|
|
2016
Q3 | – | Sell |
-2,619
| Closed | -$245K | – | 34 |
|
|
2016
Q2 | $245K | Sell |
2,619
-95
| -4% | -$8.89K | 0.25% | 28 |
|
|
2016
Q1 | $227K | Buy |
2,714
+6
| +0.2% | +$502 | 0.24% | 28 |
|
|
2015
Q4 | $211K | Buy |
2,708
+5
| +0.2% | +$390 | 0.23% | 28 |
|
|
2015
Q3 | $201K | Buy |
+2,703
| New | +$201K | 0.23% | 28 |
|