Apexium Financial’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
$1.57M Buy
14,598
+517
+4% +$55.7K 0.08% 95
2025
Q1
$1.67M Buy
14,081
+2,599
+23% +$309K 0.1% 94
2024
Q4
$1.24M Buy
11,482
+1,842
+19% +$198K 0.08% 92
2024
Q3
$1.13M Buy
9,640
+141
+1% +$16.5K 0.07% 90
2024
Q2
$1.09M Sell
9,499
-15
-0.2% -$1.73K 0.08% 86
2024
Q1
$1.11M Sell
9,514
-444
-4% -$51.6K 0.08% 87
2023
Q4
$996K Buy
9,958
+484
+5% +$48.4K 0.07% 114
2023
Q3
$1.11M Buy
9,474
+5
+0.1% +$588 0.11% 79
2023
Q2
$1.02M Sell
9,469
-33
-0.3% -$3.54K 0.09% 84
2023
Q1
$1.04M Sell
9,502
-63
-0.7% -$6.91K 0.1% 81
2022
Q4
$1.05M Sell
9,565
-86
-0.9% -$9.49K 0.11% 76
2022
Q3
$843K Buy
+9,651
New +$843K 0.1% 82