Strategic Investment Solutions’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
$506K Sell
4,691
-139
-3% -$15K 0.15% 85
2025
Q1
$574K Sell
4,830
-44
-0.9% -$5.23K 0.17% 66
2024
Q4
$505K Sell
4,874
-1,238
-20% -$128K 0.17% 69
2024
Q3
$716K Sell
6,112
-858
-12% -$101K 0.21% 63
2024
Q2
$817K Buy
+6,970
New +$817K 0.26% 53
2023
Q4
$429K Sell
4,292
-111,792
-96% -$11.2M 0.07% 119
2023
Q3
$12.7M Buy
116,084
+114,009
+5,494% +$12.5M 0.16% 84
2023
Q2
$215K Sell
2,075
-2,528
-55% -$261K 0.04% 138
2023
Q1
$505K Sell
4,603
-55
-1% -$6.03K 0.1% 106
2022
Q4
$518K Buy
+4,658
New +$518K 0.26% 51