Values Added 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 | $369K | Buy |
3,425
+607
| +22% | +$65.4K | 0.18% | 86 |
|
|
2025
Q1 | $335K | Buy |
2,818
+3
| +0.1% | +$357 | 0.19% | 87 |
|
|
2024
Q4 | $303K | Sell |
2,815
-457
| -14% | -$49.2K | 0.18% | 89 |
|
|
2024
Q3 | $384K | Sell |
3,272
-912
| -22% | -$107K | 0.24% | 65 |
|
|
2024
Q2 | $482K | Buy |
+4,184
| New | +$482K | 0.35% | 56 |
|