TrueWealth 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 | $1.49M | Buy |
13,785
+144
| +1% | +$15.5K | 0.44% | 45 |
|
|
2025
Q1 | $1.62M | Buy |
13,641
+317
| +2% | +$37.7K | 0.53% | 40 |
|
|
2024
Q4 | $1.43M | Sell |
13,324
-182
| -1% | -$19.6K | 0.48% | 45 |
|
|
2024
Q3 | $1.58M | Sell |
13,506
-467
| -3% | -$54.7K | 0.53% | 42 |
|
|
2024
Q2 | $1.61M | Sell |
13,973
-167
| -1% | -$19.2K | 0.6% | 34 |
|
|
2024
Q1 | $1.64M | Buy |
14,140
+60
| +0.4% | +$6.97K | 0.63% | 33 |
|
|
2023
Q4 | $1.41M | Sell |
14,080
-338
| -2% | -$33.8K | 0.55% | 35 |
|
|
2023
Q3 | $1.7M | Buy |
14,418
+323
| +2% | +$38K | 0.72% | 30 |
|
|
2023
Q2 | $1.51M | Sell |
14,095
-240
| -2% | -$25.7K | 0.62% | 35 |
|
|
2023
Q1 | $1.57M | Sell |
14,335
-392
| -3% | -$43K | 0.66% | 35 |
|
|
2022
Q4 | $1.62M | Sell |
14,727
-28
| -0.2% | -$3.09K | 0.71% | 30 |
|
|
2022
Q3 | $1.29M | Buy |
14,755
+50
| +0.3% | +$4.37K | 0.61% | 32 |
|
|
2022
Q2 | $1.26M | Buy |
14,705
+1,850
| +14% | +$158K | 0.59% | 38 |
|
|
2022
Q1 | $787K | Hold |
12,855
| – | – | 0.35% | 62 |
|
|
2021
Q4 | $787K | Sell |
12,855
-1,933
| -13% | -$118K | 0.35% | 62 |
|
|
2021
Q3 | $870K | Buy |
14,788
+434
| +3% | +$25.5K | 0.49% | 51 |
|
|
2021
Q2 | $905K | Buy |
14,354
+1,320
| +10% | +$83.2K | 0.53% | 46 |
|
|
2021
Q1 | $721K | Buy |
13,034
+983
| +8% | +$54.4K | 0.47% | 48 |
|
|
2020
Q4 | $564K | Buy |
+12,051
| New | +$564K | 0.48% | 46 |
|