Tobias 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 | $443K | Sell |
4,105
-341
| -8% | -$36.8K | 0.08% | 87 |
|
|
2025
Q1 | $529K | Buy |
4,446
+372
| +9% | +$44.2K | 0.1% | 70 |
|
|
2024
Q4 | $438K | Sell |
4,074
-176
| -4% | -$18.9K | 0.09% | 74 |
|
|
2024
Q3 | $498K | Buy |
4,250
+302
| +8% | +$35.4K | 0.1% | 67 |
|
|
2024
Q2 | $454K | Buy |
3,948
+583
| +17% | +$67.1K | 0.1% | 69 |
|
|
2024
Q1 | $391K | Buy |
3,365
+109
| +3% | +$12.7K | 0.09% | 71 |
|
|
2023
Q4 | $326K | Buy |
+3,256
| New | +$326K | 0.08% | 74 |
|
|
2022
Q1 | – | Sell |
-49,491
| Closed | -$3.03M | – | 130 |
|
|
2021
Q4 | $3.03M | Buy |
+49,491
| New | +$3.03M | 0.24% | 55 |
|
|
2020
Q1 | – | Sell |
-1,042
| Closed | -$72K | – | 302 |
|
|
2019
Q4 | $72K | Buy |
+1,042
| New | +$72K | 0.05% | 81 |
|