AWAG
ARS Wealth Advisors Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
207,835
+4,685
| +2% | +$505K | 2.58% | 11 |
|
|
2025
Q1 | $24.2M | Sell |
203,150
-1,026
| -0.5% | -$122K | 3.41% | 7 |
|
|
2024
Q4 | $22M | Buy |
204,176
+1,858
| +0.9% | +$200K | 3.02% | 9 |
|
|
2024
Q3 | $23.7M | Buy |
202,318
+2,343
| +1% | +$275K | 2.91% | 10 |
|
|
2024
Q2 | $23M | Buy |
199,975
+6,703
| +3% | +$772K | 2.99% | 11 |
|
|
2024
Q1 | $22.5M | Buy |
193,272
+49,763
| +35% | +$5.78M | 3.03% | 10 |
|
|
2023
Q4 | $14.3M | Buy |
143,509
+8,922
| +7% | +$892K | 2.13% | 17 |
|
|
2023
Q3 | $15.8M | Sell |
134,587
-1,614
| -1% | -$190K | 2.59% | 10 |
|
|
2023
Q2 | $14.6M | Sell |
136,201
-22,725
| -14% | -$2.44M | 2.32% | 12 |
|
|
2023
Q1 | $17.4M | Buy |
158,926
+4,052
| +3% | +$444K | 3.21% | 5 |
|
|
2022
Q4 | $17.1M | Sell |
154,874
-24,151
| -13% | -$2.66M | 2.81% | 5 |
|
|
2022
Q3 | $15.6M | Sell |
179,025
-118
| -0.1% | -$10.3K | 2.39% | 8 |
|
|
2022
Q2 | $15.3M | Sell |
179,143
-3,483
| -2% | -$298K | 2.11% | 11 |
|
|
2022
Q1 | $15.1M | Sell |
182,626
-6,289
| -3% | -$519K | 2.63% | 11 |
|
|
2021
Q4 | $11.6M | Sell |
188,915
-164
| -0.1% | -$10K | 1.94% | 17 |
|
|
2021
Q3 | $11.1M | Buy |
+189,079
| New | +$11.1M | 2.02% | 16 |
|