VisionPoint Advisory Group’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 | $660K | Buy |
6,121
+3,079
| +101% | +$332K | 0.14% | 161 |
|
|
2025
Q1 | $362K | Buy |
3,042
+1,499
| +97% | +$178K | 0.12% | 151 |
|
|
2024
Q4 | $166K | Sell |
1,543
-157
| -9% | -$16.8K | 0.06% | 197 |
|
|
2024
Q3 | $199K | Sell |
1,700
-20
| -1% | -$2.34K | 0.07% | 173 |
|
|
2024
Q2 | $198K | Buy |
1,720
+115
| +7% | +$13.2K | 0.07% | 167 |
|
|
2024
Q1 | $187K | Buy |
1,605
+143
| +10% | +$16.6K | 0.07% | 172 |
|
|
2023
Q4 | $146K | Buy |
1,462
+20
| +1% | +$2K | 0.05% | 168 |
|
|
2023
Q3 | $170K | Buy |
1,442
+479
| +50% | +$56.3K | 0.07% | 149 |
|
|
2023
Q2 | $103K | Sell |
963
-2,173
| -69% | -$233K | 0.04% | 168 |
|
|
2023
Q1 | $333K | Buy |
3,136
+83
| +3% | +$8.8K | 0.15% | 109 |
|
|
2022
Q4 | $360K | Sell |
3,053
-55
| -2% | -$6.48K | 0.15% | 92 |
|
|
2022
Q3 | $271K | Sell |
3,108
-33
| -1% | -$2.88K | 0.13% | 73 |
|
|
2022
Q2 | $293K | Buy |
3,141
+28
| +0.9% | +$2.61K | 0.12% | 84 |
|
|
2022
Q1 | $269K | Sell |
3,113
-323
| -9% | -$27.9K | 0.12% | 74 |
|
|
2021
Q4 | $280K | Buy |
+3,436
| New | +$280K | 0.12% | 84 |
|
|
2020
Q4 | – | Sell |
-6,263
| Closed | -$215K | – | 167 |
|
|
2020
Q3 | $215K | Sell |
6,263
-1,904
| -23% | -$65.4K | 0.09% | 118 |
|
|
2020
Q2 | $355K | Sell |
8,167
-863
| -10% | -$37.5K | 0.14% | 65 |
|
|
2020
Q1 | $343K | Buy |
9,030
+273
| +3% | +$10.4K | 0.16% | 69 |
|
|
2019
Q4 | $611K | Sell |
8,757
-633
| -7% | -$44.2K | 0.25% | 62 |
|
|
2019
Q3 | $648K | Buy |
9,390
+85
| +0.9% | +$5.87K | 0.18% | 61 |
|
|
2019
Q2 | $713K | Sell |
9,305
-472
| -5% | -$36.2K | 0.2% | 57 |
|
|
2019
Q1 | $790K | Sell |
9,777
-268
| -3% | -$21.7K | 0.22% | 59 |
|
|
2018
Q4 | $685K | Buy |
+10,045
| New | +$685K | 0.22% | 55 |
|