Vertex Planning Partners’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 | $344K | Sell |
3,195
-26
| -0.8% | -$2.8K | 0.07% | 137 |
|
|
2025
Q1 | $383K | Buy |
3,221
+77
| +2% | +$9.16K | 0.08% | 122 |
|
|
2024
Q4 | $338K | Buy |
3,144
+366
| +13% | +$39.4K | 0.07% | 137 |
|
|
2024
Q3 | $326K | Buy |
2,778
+83
| +3% | +$9.73K | 0.08% | 122 |
|
|
2024
Q2 | $310K | Buy |
2,695
+141
| +6% | +$16.2K | 0.08% | 118 |
|
|
2024
Q1 | $297K | Sell |
2,554
-595
| -19% | -$69.2K | 0.08% | 127 |
|
|
2023
Q4 | $315K | Buy |
3,149
+321
| +11% | +$32.1K | 0.09% | 115 |
|
|
2023
Q3 | $333K | Buy |
2,828
+27
| +1% | +$3.18K | 0.11% | 96 |
|
|
2023
Q2 | $300K | Buy |
2,801
+339
| +14% | +$36.4K | 0.1% | 106 |
|
|
2023
Q1 | $270K | Sell |
2,462
-2,961
| -55% | -$325K | 0.1% | 102 |
|
|
2022
Q4 | $598K | Buy |
+5,423
| New | +$598K | 0.23% | 58 |
|