Teamwork Financial 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
$7.73M Buy
71,732
+597
+0.8% +$64.4K 0.9% 22
2025
Q1
$8.46M Sell
71,135
-622
-0.9% -$74K 1.13% 25
2024
Q4
$7.72M Sell
71,757
-100
-0.1% -$10.8K 1% 29
2024
Q3
$8.42M Sell
71,857
-130
-0.2% -$15.2K 1.17% 30
2024
Q2
$8.29M Buy
71,987
+37,333
+108% +$4.3M 1.23% 30
2024
Q1
$4.03M Sell
34,654
-49,162
-59% -$5.71M 0.62% 39
2023
Q4
$8.38M Sell
83,816
-1,489
-2% -$149K 1.44% 14
2023
Q3
$10M Buy
85,305
+6,562
+8% +$772K 1.64% 10
2023
Q2
$8.45M Buy
78,743
+1,286
+2% +$138K 1.37% 14
2023
Q1
$8.49M Buy
77,457
+9,741
+14% +$1.07M 1.57% 11
2022
Q4
$7.47M Sell
67,716
-12,307
-15% -$1.36M 1.5% 12
2022
Q3
$6.99M Buy
80,023
+5,574
+7% +$487K 1.51% 11
2022
Q2
$6.38M Buy
74,449
+16,222
+28% +$1.39M 1.39% 11
2022
Q1
$4.81M Buy
58,227
+54,222
+1,354% +$4.48M 0.9% 15
2021
Q4
$245K Buy
+4,005
New +$245K 0.05% 264
2020
Q3
Sell
-9,128
Closed -$408K 209
2020
Q2
$408K Buy
+9,128
New +$408K 0.15% 123