Williams 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
Q1 | – | Sell |
-6,041
| Closed | -$650K | – | 26 |
|
|
2024
Q4 | $650K | Buy |
6,041
+49
| +0.8% | +$5.27K | 0.4% | 9 |
|
|
2024
Q3 | $702K | Sell |
5,992
-92
| -2% | -$10.8K | 0.44% | 9 |
|
|
2024
Q2 | $700K | Sell |
6,084
-54
| -0.9% | -$6.22K | 0.47% | 9 |
|
|
2024
Q1 | $713K | Buy |
6,138
+48
| +0.8% | +$5.58K | 0.47% | 10 |
|
|
2023
Q4 | $609K | Buy |
6,090
+53
| +0.9% | +$5.3K | 0.44% | 22 |
|
|
2023
Q3 | $710K | Sell |
6,037
-98
| -2% | -$11.5K | 0.54% | 22 |
|
|
2023
Q2 | $658K | Buy |
6,135
+45
| +0.7% | +$4.83K | 0.49% | 20 |
|
|
2023
Q1 | $668K | Sell |
6,090
-459
| -7% | -$50.3K | 0.52% | 20 |
|
|
2022
Q4 | $722K | Sell |
6,549
-42
| -0.6% | -$4.63K | 0.63% | 20 |
|
|
2022
Q3 | $575K | Buy |
6,591
+8
| +0.1% | +$698 | 0.49% | 22 |
|
|
2022
Q2 | $564K | Buy |
6,583
+109
| +2% | +$9.34K | 0.46% | 17 |
|
|
2022
Q1 | $535K | Sell |
6,474
-244
| -4% | -$20.2K | 0.4% | 24 |
|
|
2021
Q4 | $411K | Sell |
6,718
-406
| -6% | -$24.8K | 0.31% | 26 |
|
|
2021
Q3 | $419K | Buy |
7,124
+398
| +6% | +$23.4K | 0.36% | 24 |
|
|
2021
Q2 | $424K | Buy |
6,726
+108
| +2% | +$6.81K | 0.34% | 31 |
|
|
2021
Q1 | $369K | Buy |
+6,618
| New | +$369K | 0.32% | 34 |
|