AWM
Allen Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Sell |
53,891
-963
| -2% | -$104K | 4.06% | 5 |
|
|
2025
Q1 | $6.52M | Sell |
54,854
-532
| -1% | -$63.3K | 4.49% | 5 |
|
|
2024
Q4 | $5.96M | Sell |
55,386
-1,376
| -2% | -$148K | 4.27% | 5 |
|
|
2024
Q3 | $6.65M | Sell |
56,762
-2,417
| -4% | -$283K | 4.61% | 5 |
|
|
2024
Q2 | $6.81M | Buy |
59,179
+64
| +0.1% | +$7.37K | 6.06% | 4 |
|
|
2024
Q1 | $6.87M | Buy |
59,115
+787
| +1% | +$91.5K | 6.06% | 4 |
|
|
2023
Q4 | $5.83M | Buy |
+58,328
| New | +$5.83M | 5.71% | 4 |
|