AWM
Accurate Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.3M | Buy |
72,265
+5,242
| +8% | +$602K | 1.27% | 11 |
|
|
2025
Q1 | $6.91M | Buy |
67,023
+1,411
| +2% | +$146K | 1.32% | 12 |
|
|
2024
Q4 | $6.99M | Buy |
65,612
+1,719
| +3% | +$183K | 1.34% | 12 |
|
|
2024
Q3 | $7.69M | Buy |
63,893
+400
| +0.6% | +$48.2K | 1.55% | 8 |
|
|
2024
Q2 | $7.31M | Buy |
63,493
+470
| +0.7% | +$54.1K | 1.75% | 8 |
|
|
2024
Q1 | $7.56M | Buy |
63,023
+703
| +1% | +$84.3K | 2.21% | 3 |
|
|
2023
Q4 | $6.15M | Sell |
62,320
-967
| -2% | -$95.4K | 1.91% | 8 |
|
|
2023
Q3 | $7.05M | Buy |
63,287
+1,477
| +2% | +$165K | 2.21% | 8 |
|
|
2023
Q2 | $6.24M | Sell |
61,810
-2,333
| -4% | -$236K | 1.95% | 7 |
|
|
2023
Q1 | $7.35M | Buy |
64,143
+1,063
| +2% | +$122K | 2.53% | 7 |
|
|
2022
Q4 | $6.94M | Buy |
63,080
+2,859
| +5% | +$315K | 2.56% | 7 |
|
|
2022
Q3 | $6.17M | Buy |
60,221
+4,960
| +9% | +$508K | 2.57% | 6 |
|
|
2022
Q2 | $4.75M | Sell |
55,261
-249
| -0.4% | -$21.4K | 2.58% | 6 |
|
|
2022
Q1 | $4.59M | Buy |
55,510
+47,919
| +631% | +$3.96M | 2.05% | 10 |
|
|
2021
Q4 | $532K | Buy |
7,591
+289
| +4% | +$20.3K | 0.43% | 61 |
|
|
2021
Q3 | $507K | Sell |
7,302
-1,793
| -20% | -$124K | 0.44% | 61 |
|
|
2021
Q2 | $574K | Buy |
+9,095
| New | +$574K | 0.5% | 47 |
|