Warner 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 | $399K | Sell |
3,698
-120
| -3% | -$12.9K | 0.16% | 84 |
|
|
2025
Q1 | $454K | Buy |
3,818
+50
| +1% | +$5.95K | 0.2% | 75 |
|
|
2024
Q4 | $405K | Buy |
3,768
+45
| +1% | +$4.84K | 0.17% | 82 |
|
|
2024
Q3 | $436K | Buy |
3,723
+1
| +0% | +$117 | 0.19% | 83 |
|
|
2024
Q2 | $428K | Buy |
3,722
+1
| +0% | +$115 | 0.21% | 77 |
|
|
2024
Q1 | $433K | Sell |
3,721
-84
| -2% | -$9.78K | 0.22% | 77 |
|
|
2023
Q4 | $380K | Buy |
3,805
+1
| +0% | +$100 | 0.21% | 75 |
|
|
2023
Q3 | $447K | Buy |
3,804
+1
| +0% | +$118 | 0.3% | 66 |
|
|
2023
Q2 | $408K | Buy |
3,803
+172
| +5% | +$18.5K | 0.26% | 68 |
|
|
2023
Q1 | $398K | Buy |
3,631
+1
| +0% | +$110 | 0.28% | 69 |
|
|
2022
Q4 | $400K | Buy |
3,630
+1
| +0% | +$110 | 0.3% | 60 |
|
|
2022
Q3 | $317K | Buy |
3,629
+1
| +0% | +$87 | 0.26% | 61 |
|
|
2022
Q2 | $311K | Buy |
3,628
+1,381
| +61% | +$118K | 0.29% | 60 |
|
|
2022
Q1 | $300K | Buy |
2,247
+1
| +0% | +$134 | 0.24% | 62 |
|
|
2021
Q4 | $137K | Buy |
+2,246
| New | +$137K | 0.11% | 80 |
|