Vanguard Capital Wealth 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 | $708K | Buy |
6,564
+3,508
| +115% | +$378K | 0.7% | 32 |
|
|
2025
Q1 | $363K | Sell |
3,056
-454
| -13% | -$54K | 0.44% | 50 |
|
|
2024
Q4 | $378K | Sell |
3,510
-749
| -18% | -$80.6K | 0.41% | 55 |
|
|
2024
Q3 | $499K | Sell |
4,259
-5,836
| -58% | -$684K | 0.53% | 46 |
|
|
2024
Q2 | $1.16M | Sell |
10,095
-1,851
| -15% | -$213K | 0.79% | 23 |
|
|
2024
Q1 | $1.39M | Buy |
11,946
+6,830
| +134% | +$794K | 0.98% | 22 |
|
|
2023
Q4 | $512K | Buy |
5,116
+458
| +10% | +$45.8K | 0.41% | 57 |
|
|
2023
Q3 | $548K | Buy |
+4,658
| New | +$548K | 0.51% | 49 |
|
|
2023
Q2 | – | Sell |
-1,903
| Closed | -$209K | – | 144 |
|
|
2023
Q1 | $209K | Sell |
1,903
-22
| -1% | -$2.41K | 0.21% | 105 |
|
|
2022
Q4 | $212K | Buy |
+1,925
| New | +$212K | 0.25% | 97 |
|
|
2022
Q3 | – | Sell |
-4,147
| Closed | -$355K | – | 134 |
|
|
2022
Q2 | $355K | Sell |
4,147
-1,797
| -30% | -$154K | 0.4% | 66 |
|
|
2022
Q1 | $490K | Buy |
+5,944
| New | +$490K | 0.35% | 73 |
|
|
2021
Q4 | – | Sell |
-7,527
| Closed | -$443 | – | 164 |
|
|
2021
Q3 | $443 | Buy |
+7,527
| New | +$443 | 0.3% | 78 |
|
|
2021
Q1 | – | Sell |
-6,630
| Closed | -$275K | – | 163 |
|
|
2020
Q4 | $275K | Buy |
+6,630
| New | +$275K | 0.25% | 103 |
|
|
2019
Q4 | $405K | Buy |
5,811
+124
| +2% | +$8.64K | 0.42% | 70 |
|
|
2019
Q3 | $401K | Sell |
5,687
-375
| -6% | -$26.4K | 0.47% | 64 |
|
|
2019
Q2 | $464K | Buy |
6,062
+422
| +7% | +$32.3K | 0.56% | 56 |
|
|
2019
Q1 | $455K | Buy |
5,640
+403
| +8% | +$32.5K | 0.57% | 54 |
|
|
2018
Q4 | $357K | Sell |
5,237
-746
| -12% | -$50.9K | 0.53% | 59 |
|
|
2018
Q3 | $508K | Sell |
5,983
-1,848
| -24% | -$157K | 0.58% | 54 |
|
|
2018
Q2 | $647K | Buy |
7,831
+4,050
| +107% | +$335K | 0.86% | 44 |
|
|
2018
Q1 | $275K | Buy |
3,781
+32
| +0.9% | +$2.33K | 0.36% | 79 |
|
|
2017
Q4 | $314K | Buy |
+3,749
| New | +$314K | 0.39% | 74 |
|