Triune Financial Partners’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 | $367K | Sell |
3,405
-2,012
| -37% | -$217K | 0.1% | 27 |
|
|
2025
Q1 | $644K | Buy |
5,417
+1,825
| +51% | +$217K | 0.2% | 15 |
|
|
2024
Q4 | $386K | Sell |
3,592
-571
| -14% | -$61.4K | 0.12% | 21 |
|
|
2024
Q3 | $488K | Sell |
4,163
-166
| -4% | -$19.5K | 0.15% | 17 |
|
|
2024
Q2 | $498K | Sell |
4,329
-181
| -4% | -$20.8K | 0.17% | 16 |
|
|
2024
Q1 | $524K | Buy |
4,510
+39
| +0.9% | +$4.53K | 0.18% | 17 |
|
|
2023
Q4 | $447K | Sell |
4,471
-403
| -8% | -$40.3K | 0.17% | 17 |
|
|
2023
Q3 | $573K | Hold |
4,874
| – | – | 0.24% | 13 |
|
|
2023
Q2 | $523K | Buy |
+4,874
| New | +$523K | 0.21% | 13 |
|