Alliance Wealth Advisors (Utah)’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
$3.37M Buy
31,238
+910
+3% +$98.1K 0.81% 42
2025
Q1
$3.61M Buy
30,328
+318
+1% +$37.8K 0.94% 33
2024
Q4
$3.23M Buy
30,010
+424
+1% +$45.6K 0.83% 37
2024
Q3
$3.47M Buy
29,586
+1,603
+6% +$188K 0.91% 37
2024
Q2
$3.22M Buy
27,983
+1,081
+4% +$124K 0.95% 33
2024
Q1
$3.13M Buy
26,902
+2,133
+9% +$248K 0.93% 31
2023
Q4
$2.48M Buy
24,769
+154
+0.6% +$15.4K 0.83% 38
2023
Q3
$2.89M Buy
24,615
+1,160
+5% +$136K 1.07% 24
2023
Q2
$2.52M Buy
23,455
+798
+4% +$85.6K 0.93% 30
2023
Q1
$2.48M Buy
22,657
+356
+2% +$39K 1% 25
2022
Q4
$2.46M Buy
+22,301
New +$2.46M 1.1% 23