AWC
Adamsbrown Wealth Consultants’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
21,140
-132
| -0.6% | -$14.2K | 0.66% | 22 |
|
|
2025
Q1 | $2.53M | Buy |
21,272
+482
| +2% | +$57.3K | 0.79% | 17 |
|
|
2024
Q4 | $2.24M | Buy |
20,790
+207
| +1% | +$22.3K | 0.76% | 20 |
|
|
2024
Q3 | $2.41M | Buy |
20,583
+379
| +2% | +$44.4K | 0.84% | 18 |
|
|
2024
Q2 | $2.33M | Buy |
20,204
+166
| +0.8% | +$19.1K | 0.91% | 16 |
|
|
2024
Q1 | $2.33M | Buy |
20,038
+546
| +3% | +$63.5K | 0.94% | 15 |
|
|
2023
Q4 | $1.95M | Buy |
19,492
+414
| +2% | +$41.4K | 0.85% | 17 |
|
|
2023
Q3 | $2.24M | Buy |
19,078
+356
| +2% | +$41.9K | 1.1% | 15 |
|
|
2023
Q2 | $2.01M | Buy |
18,722
+740
| +4% | +$79.4K | 1.06% | 16 |
|
|
2023
Q1 | $1.97M | Sell |
17,982
-135
| -0.7% | -$14.8K | 1.14% | 17 |
|
|
2022
Q4 | $2M | Buy |
18,117
+2,346
| +15% | +$259K | 1.21% | 16 |
|
|
2022
Q3 | $1.38M | Buy |
15,771
+150
| +1% | +$13.1K | 1.05% | 18 |
|
|
2022
Q2 | $1.34M | Sell |
15,621
-3,192
| -17% | -$273K | 1.05% | 20 |
|
|
2022
Q1 | $1.55M | Sell |
18,813
-11
| -0.1% | -$909 | 1.23% | 16 |
|
|
2021
Q4 | $1.15M | Buy |
+18,824
| New | +$1.15M | 1.04% | 21 |
|