ZF
Zhang Financial’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
27,587
+563
| +2% | +$60.7K | 0.14% | 85 |
|
|
2025
Q1 | $3.21M | Buy |
27,024
+13,204
| +96% | +$1.57M | 0.17% | 73 |
|
|
2024
Q4 | $1.49M | Buy |
13,820
+819
| +6% | +$88.1K | 0.09% | 122 |
|
|
2024
Q3 | $1.52M | Buy |
13,001
+296
| +2% | +$34.7K | 0.1% | 112 |
|
|
2024
Q2 | $1.46M | Sell |
12,705
-74
| -0.6% | -$8.52K | 0.1% | 109 |
|
|
2024
Q1 | $1.49M | Buy |
12,779
+2,407
| +23% | +$280K | 0.11% | 106 |
|
|
2023
Q4 | $1.04M | Buy |
10,372
+1,087
| +12% | +$109K | 0.09% | 128 |
|
|
2023
Q3 | $1.09M | Sell |
9,285
-172
| -2% | -$20.2K | 0.11% | 107 |
|
|
2023
Q2 | $1.01M | Sell |
9,457
-730
| -7% | -$78.3K | 0.1% | 109 |
|
|
2023
Q1 | $1.12M | Sell |
10,187
-1,945
| -16% | -$213K | 0.13% | 100 |
|
|
2022
Q4 | $1.34M | Buy |
12,132
+1,895
| +19% | +$209K | 0.17% | 76 |
|
|
2022
Q3 | $894K | Sell |
10,237
-48
| -0.5% | -$4.19K | 0.13% | 85 |
|
|
2022
Q2 | $881K | Buy |
10,285
+650
| +7% | +$55.7K | 0.14% | 89 |
|
|
2022
Q1 | $796K | Buy |
9,635
+1,539
| +19% | +$127K | 0.13% | 97 |
|
|
2021
Q4 | $495K | Buy |
8,096
+28
| +0.3% | +$1.71K | 0.09% | 123 |
|
|
2021
Q3 | $475K | Buy |
8,068
+394
| +5% | +$23.2K | 0.11% | 99 |
|
|
2021
Q2 | $484K | Sell |
7,674
-226
| -3% | -$14.3K | 0.12% | 80 |
|
|
2021
Q1 | $441K | Sell |
7,900
-1,454
| -16% | -$81.2K | 0.12% | 78 |
|
|
2020
Q4 | $386K | Buy |
9,354
+2,713
| +41% | +$112K | 0.12% | 73 |
|
|
2020
Q3 | $228K | Sell |
6,641
-1,940
| -23% | -$66.6K | 0.08% | 90 |
|
|
2020
Q2 | $384K | Buy |
8,581
+167
| +2% | +$7.47K | 0.15% | 64 |
|
|
2020
Q1 | $319K | Sell |
8,414
-267
| -3% | -$10.1K | 0.14% | 68 |
|
|
2019
Q4 | $606K | Buy |
8,681
+493
| +6% | +$34.4K | 0.23% | 53 |
|
|
2019
Q3 | $578K | Sell |
8,188
-300
| -4% | -$21.2K | 0.24% | 47 |
|
|
2019
Q2 | $650K | Buy |
8,488
+813
| +11% | +$62.3K | 0.27% | 47 |
|
|
2019
Q1 | $620K | Sell |
7,675
-1,926
| -20% | -$156K | 0.27% | 46 |
|
|
2018
Q4 | $655K | Buy |
9,601
+133
| +1% | +$9.07K | 0.32% | 38 |
|
|
2018
Q3 | $812K | Buy |
9,468
+4
| +0% | +$343 | 0.39% | 33 |
|
|
2018
Q2 | $774K | Buy |
9,464
+3
| +0% | +$245 | 0.39% | 35 |
|
|
2018
Q1 | $693K | Sell |
9,461
-90
| -0.9% | -$6.59K | 0.36% | 35 |
|
|
2017
Q4 | $832K | Sell |
9,551
-1,437
| -13% | -$125K | 0.41% | 35 |
|
|
2017
Q3 | $901K | Buy |
10,988
+3
| +0% | +$246 | 0.46% | 31 |
|
|
2017
Q2 | $881K | Buy |
10,985
+1,434
| +15% | +$115K | 0.47% | 32 |
|
|
2017
Q1 | $832K | Sell |
9,551
-2,000
| -17% | -$174K | 0.41% | 35 |
|
|
2016
Q4 | $992K | Buy |
11,551
+219
| +2% | +$18.8K | 0.54% | 28 |
|
|
2016
Q3 | $989K | Sell |
11,332
-123
| -1% | -$10.7K | 0.54% | 31 |
|
|
2016
Q2 | $1.07M | Sell |
11,455
-320
| -3% | -$30K | 0.59% | 29 |
|
|
2016
Q1 | $984K | Sell |
11,775
-437
| -4% | -$36.5K | 0.56% | 29 |
|
|
2015
Q4 | $952K | Buy |
12,212
+14
| +0.1% | +$1.09K | 0.57% | 30 |
|
|
2015
Q3 | $907K | Buy |
12,198
+503
| +4% | +$37.4K | 0.58% | 29 |
|
|
2015
Q2 | $973K | Buy |
11,695
+816
| +8% | +$67.9K | 0.63% | 25 |
|
|
2015
Q1 | $925K | Buy |
10,879
+432
| +4% | +$36.7K | 0.58% | 29 |
|
|
2014
Q4 | $966K | Buy |
10,447
+1,528
| +17% | +$141K | 0.63% | 26 |
|
|
2014
Q3 | $839K | Buy |
8,919
+2,954
| +50% | +$278K | 0.57% | 30 |
|
|
2014
Q2 | $601K | Buy |
5,965
+72
| +1% | +$7.25K | 0.4% | 35 |
|
|
2014
Q1 | $576K | Buy |
5,893
+4
| +0.1% | +$391 | 0.41% | 34 |
|
|
2013
Q4 | $596K | Buy |
5,889
+4
| +0.1% | +$405 | 0.45% | 33 |
|
|
2013
Q3 | $506K | Buy |
5,885
+633
| +12% | +$54.4K | 0.41% | 33 |
|
|
2013
Q2 | $475K | Buy |
+5,252
| New | +$475K | 0.41% | 33 |
|