Valued Retirements’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 | $4.22M | Hold |
39,138
| – | – | 4.76% | 5 |
|
|
2025
Q1 | $4.65M | Sell |
39,138
-524
| -1% | -$62.3K | 6.12% | 2 |
|
|
2024
Q4 | $4.27M | Hold |
39,662
| – | – | 5.75% | 3 |
|
|
2024
Q3 | $4.65M | Sell |
39,662
-4,753
| -11% | -$557K | 6.41% | 3 |
|
|
2024
Q2 | $5.11M | Buy |
44,415
+137
| +0.3% | +$15.8K | 7.76% | 2 |
|
|
2024
Q1 | $5.15M | Sell |
44,278
-85
| -0.2% | -$9.88K | 8.23% | 1 |
|
|
2023
Q4 | $4.44M | Buy |
+44,363
| New | +$4.44M | 7.68% | 1 |
|