AA Financial Advisors’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 | $411K | Buy |
3,813
+428
| +13% | +$46.1K | 0.09% | 123 |
|
|
2025
Q1 | $403K | Buy |
3,385
+777
| +30% | +$92.4K | 0.1% | 114 |
|
|
2024
Q4 | $281K | Buy |
2,608
+4
| +0.2% | +$430 | 0.07% | 136 |
|
|
2024
Q3 | $305K | Sell |
2,604
-956
| -27% | -$112K | 0.09% | 134 |
|
|
2024
Q2 | $410K | Buy |
+3,560
| New | +$410K | 0.14% | 108 |
|