AG
Advocate Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
8,404
-5,414
| -39% | -$584K | 0.16% | 81 |
|
|
2025
Q1 | $1.64M | Sell |
13,818
-8,841
| -39% | -$1.05M | 0.3% | 71 |
|
|
2024
Q4 | $2.44M | Sell |
22,659
-9,478
| -29% | -$1.02M | 0.46% | 65 |
|
|
2024
Q3 | $3.77M | Buy |
32,137
+799
| +3% | +$93.7K | 0.68% | 59 |
|
|
2024
Q2 | $3.61M | Buy |
+31,338
| New | +$3.61M | 0.73% | 58 |
|