VERITY 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 | $856K | Hold |
7,940
| – | – | 0.58% | 34 |
|
|
2025
Q1 | $944K | Sell |
7,940
-5,141
| -39% | -$611K | 0.7% | 30 |
|
|
2024
Q4 | $1.41M | Hold |
13,081
| – | – | 1.02% | 14 |
|
|
2024
Q3 | $1.53M | Buy |
13,081
+5,141
| +65% | +$603K | 1.08% | 14 |
|
|
2024
Q2 | $914K | Hold |
7,940
| – | – | 0.68% | 30 |
|
|
2024
Q1 | $923K | Hold |
7,940
| – | – | 0.71% | 30 |
|
|
2023
Q4 | $794K | Hold |
7,940
| – | – | 0.68% | 31 |
|
|
2023
Q3 | $934K | Hold |
7,940
| – | – | 0.88% | 22 |
|
|
2023
Q2 | $852K | Sell |
7,940
-166
| -2% | -$17.8K | 0.76% | 26 |
|
|
2023
Q1 | $889K | Buy |
8,106
+466
| +6% | +$51.1K | 0.82% | 24 |
|
|
2022
Q4 | $843K | Hold |
7,640
| – | – | 0.83% | 24 |
|
|
2022
Q3 | $667K | Hold |
7,640
| – | – | 0.68% | 30 |
|
|
2022
Q2 | $654K | Hold |
7,640
| – | – | 0.64% | 31 |
|
|
2022
Q1 | $631K | Sell |
7,640
-2,000
| -21% | -$165K | 0.56% | 32 |
|
|
2021
Q4 | $590K | Sell |
9,640
-680
| -7% | -$41.6K | 0.49% | 35 |
|
|
2021
Q3 | $607K | Hold |
10,320
| – | – | 0.54% | 32 |
|
|
2021
Q2 | $651K | Sell |
10,320
-1,214
| -11% | -$76.6K | 0.59% | 29 |
|
|
2021
Q1 | $644K | Sell |
11,534
-1,650
| -13% | -$92.1K | 0.57% | 28 |
|
|
2020
Q4 | $543K | Sell |
13,184
-4,150
| -24% | -$171K | 0.49% | 31 |
|
|
2020
Q3 | $595K | Hold |
17,334
| – | – | 0.61% | 28 |
|
|
2020
Q2 | $775K | Sell |
17,334
-1,000
| -5% | -$44.7K | 0.83% | 26 |
|
|
2020
Q1 | $696K | Sell |
18,334
-2,932
| -14% | -$111K | 0.95% | 26 |
|
|
2019
Q4 | $1.48M | Hold |
21,266
| – | – | 1.43% | 18 |
|
|
2019
Q3 | $1.5M | Hold |
21,266
| – | – | 1.48% | 17 |
|
|
2019
Q2 | $1.63M | Sell |
21,266
-1,481
| -7% | -$114K | 1.6% | 16 |
|
|
2019
Q1 | $1.84M | Hold |
22,747
| – | – | 1.88% | 16 |
|
|
2018
Q4 | $1.55M | Buy |
+22,747
| New | +$1.55M | 1.78% | 17 |
|