Theory Financial’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 | $355K | Hold |
3,183
| – | – | 0.13% | 70 |
|
|
2025
Q1 | $379K | Sell |
3,183
-30
| -0.9% | -$3.57K | 0.16% | 64 |
|
|
2024
Q4 | $346K | Buy |
+3,213
| New | +$346K | 0.14% | 65 |
|
|
2024
Q1 | – | Sell |
-3,210
| Closed | -$321K | – | 85 |
|
|
2023
Q4 | $321K | Hold |
3,210
| – | – | 0.17% | 57 |
|
|
2023
Q3 | $377K | Sell |
3,210
-465
| -13% | -$54.7K | 0.22% | 52 |
|
|
2023
Q2 | $394K | Hold |
3,675
| – | – | 0.23% | 48 |
|
|
2023
Q1 | $403K | Hold |
3,675
| – | – | 0.24% | 49 |
|
|
2022
Q4 | $405K | Buy |
+3,675
| New | +$405K | 0.27% | 50 |
|
|
2022
Q2 | $312K | Buy |
3,675
+1,225
| +50% | +$104K | 0.22% | 53 |
|
|
2022
Q1 | $202K | Buy |
+2,450
| New | +$202K | 0.13% | 59 |
|