AWM
Arista Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
33,767
+28,741
| +572% | +$3.1M | 0.5% | 28 |
|
|
2025
Q1 | $598K | Buy |
5,026
+24
| +0.5% | +$2.85K | 0.14% | 35 |
|
|
2024
Q4 | $538K | Buy |
5,002
+54
| +1% | +$5.81K | 0.13% | 41 |
|
|
2024
Q3 | $580K | Buy |
4,948
+23
| +0.5% | +$2.7K | 0.14% | 38 |
|
|
2024
Q2 | $567K | Buy |
+4,925
| New | +$567K | 0.15% | 34 |
|
|
2023
Q4 | – | Sell |
-2,317
| Closed | -$272K | – | 59 |
|
|
2023
Q3 | $272K | Buy |
2,317
+3
| +0.1% | +$353 | 0.11% | 49 |
|
|
2023
Q2 | $248K | Sell |
2,314
-8
| -0.3% | -$858 | 0.1% | 53 |
|
|
2023
Q1 | $255K | Buy |
2,322
+484
| +26% | +$53.1K | 0.14% | 54 |
|
|
2022
Q4 | $203K | Buy |
+1,838
| New | +$203K | 0.13% | 62 |
|