Stewardship 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 | $303K | Sell |
2,815
-292
| -9% | -$31.5K | 0.08% | 106 |
|
|
2025
Q1 | $370K | Buy |
3,107
+90
| +3% | +$10.7K | 0.1% | 96 |
|
|
2024
Q4 | $325K | Buy |
3,017
+200
| +7% | +$21.5K | 0.09% | 118 |
|
|
2024
Q3 | $330K | Buy |
2,817
+881
| +46% | +$103K | 0.09% | 95 |
|
|
2024
Q2 | $223K | Buy |
1,936
+20
| +1% | +$2.3K | 0.07% | 64 |
|
|
2024
Q1 | $223K | Sell |
1,916
-620
| -24% | -$72.1K | 0.08% | 57 |
|
|
2023
Q4 | $254K | Buy |
2,536
+318
| +14% | +$31.8K | 0.09% | 39 |
|
|
2023
Q3 | $261K | Buy |
2,218
+22
| +1% | +$2.59K | 0.1% | 40 |
|
|
2023
Q2 | $236K | Buy |
2,196
+128
| +6% | +$13.7K | 0.09% | 39 |
|
|
2023
Q1 | $227K | Buy |
2,068
+62
| +3% | +$6.8K | 0.09% | 36 |
|
|
2022
Q4 | $221K | Buy |
+2,006
| New | +$221K | 0.09% | 48 |
|