Tempus Wealth Planning’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 | $679K | Buy |
6,303
+105
| +2% | +$11.3K | 0.17% | 137 |
|
2025
Q1 | $737K | Buy |
6,198
+67
| +1% | +$7.97K | 0.22% | 118 |
|
2024
Q4 | $660K | Buy |
6,131
+412
| +7% | +$44.3K | 0.2% | 116 |
|
2024
Q3 | $670K | Buy |
5,719
+129
| +2% | +$15.1K | 0.25% | 105 |
|
2024
Q2 | $643K | Buy |
5,590
+2,286
| +69% | +$263K | 0.27% | 95 |
|
2024
Q1 | $384K | Buy |
3,304
+217
| +7% | +$25.2K | 0.17% | 134 |
|
2023
Q4 | $309K | Buy |
3,087
+47
| +2% | +$4.7K | 0.14% | 149 |
|
2023
Q3 | $357K | Sell |
3,040
-1,000
| -25% | -$118K | 0.18% | 110 |
|
2023
Q2 | $433K | Buy |
4,040
+3
| +0.1% | +$322 | 0.2% | 115 |
|
2023
Q1 | $443K | Buy |
4,037
+200
| +5% | +$21.9K | 0.22% | 100 |
|
2022
Q4 | $423K | Hold |
3,837
| – | – | 0.26% | 105 |
|
2022
Q3 | $335K | Buy |
3,837
+73
| +2% | +$6.37K | 0.22% | 122 |
|
2022
Q2 | $322K | Hold |
3,764
| – | – | 0.26% | 96 |
|
2022
Q1 | $311K | Hold |
3,764
| – | – | 0.22% | 104 |
|
2021
Q4 | $230K | Hold |
3,764
| – | – | 0.12% | 141 |
|
2021
Q3 | $221K | Buy |
+3,764
| New | +$221K | 0.13% | 141 |
|