Talisman Wealth 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 | $589K | Sell |
5,461
-1,023
| -16% | -$110K | 0.54% | 48 |
|
|
2025
Q1 | $771K | Sell |
6,484
-33
| -0.5% | -$3.92K | 0.79% | 35 |
|
|
2024
Q4 | $701K | Sell |
6,517
-78
| -1% | -$8.39K | 0.74% | 37 |
|
|
2024
Q3 | $771K | Sell |
6,595
-1,352
| -17% | -$158K | 0.81% | 35 |
|
|
2024
Q2 | $915K | Buy |
7,947
+110
| +1% | +$12.7K | 1.06% | 25 |
|
|
2024
Q1 | $911K | Sell |
7,837
-1,436
| -15% | -$167K | 1.15% | 23 |
|
|
2023
Q4 | $927K | Buy |
9,273
+2,958
| +47% | +$296K | 1.38% | 20 |
|
|
2023
Q3 | $742K | Sell |
6,315
-547
| -8% | -$64.3K | 1.29% | 23 |
|
|
2023
Q2 | $736K | Buy |
6,862
+7
| +0.1% | +$751 | 1.26% | 24 |
|
|
2023
Q1 | $752K | Buy |
6,855
+483
| +8% | +$53K | 1.36% | 23 |
|
|
2022
Q4 | $703K | Buy |
+6,372
| New | +$703K | 1.49% | 22 |
|