Angeles Wealth Management’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
$2.82M Sell
26,196
-4,045
-13% -$436K 0.19% 46
2025
Q1
$3.6M Buy
30,241
+399
+1% +$47.5K 0.3% 38
2024
Q4
$3.21M Buy
29,842
+6,364
+27% +$685K 0.26% 42
2024
Q3
$2.75M Buy
23,478
+859
+4% +$101K 0.24% 40
2024
Q2
$2.6M Buy
22,619
+2,746
+14% +$316K 0.24% 38
2024
Q1
$2.31M Buy
19,873
+1,583
+9% +$184K 0.23% 40
2023
Q4
$1.83M Sell
18,290
-1,921
-10% -$192K 0.22% 42
2023
Q3
$2.38M Buy
20,211
+2,313
+13% +$272K 0.34% 30
2023
Q2
$1.92M Buy
17,898
+1,826
+11% +$196K 0.26% 43
2023
Q1
$1.76M Buy
16,072
+559
+4% +$61.3K 0.26% 44
2022
Q4
$1.71M Buy
15,513
+2,890
+23% +$319K 0.3% 43
2022
Q3
$1.1M Buy
12,623
+1,947
+18% +$170K 0.22% 55
2022
Q2
$914K Buy
10,676
+20
+0.2% +$1.71K 0.18% 66
2022
Q1
$880K Buy
+10,656
New +$880K 0.17% 72