Astoria Portfolio Advisors’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Buy	9,692 +71	+0.7%	+$10.4K	0.31%	50
2025 Q4	$1.45M	Buy	9,621 +1,202	+14%	+$139K	0.33%	47
2025 Q3	$960K	Sell	8,419 -1,660	-16%	-$185K	0.25%	63
2025 Q2	$1.12M	Sell	10,079 -513	-5%	-$54.8K	0.31%	62
2025 Q1	$1.14M	Buy	10,592 +185	+2%	+$20.5K	0.39%	59
2024 Q4	$1.14M	Buy	10,407 +696	+7%	+$81.4K	0.41%	50
2024 Q3	$1.2M	Buy	9,711 +348	+4%	+$40.2K	0.41%	44
2024 Q2	$1.08M	Buy	9,363 +337	+4%	+$39.3K	0.39%	46
2024 Q1	$1.08M	Sell	9,026 -911	-9%	-$95.3K	0.42%	42
2023 Q4	$1.02M	Buy	9,937 +2,026	+26%	+$213K	0.41%	43
2023 Q3	$851K	Sell	7,911 -991	-11%	-$109K	0.41%	47
2023 Q2	$931K	Buy	8,902 +478	+6%	+$52.2K	0.36%	47
2023 Q1	$969K	Sell	8,424 -507	-6%	-$56.1K	0.41%	38
2022 Q4	$1.01M	Buy	8,931 +369	+4%	+$39.5K	0.47%	35
2022 Q3	$748K	Sell	8,562 -46	-0.5%	-$4.2K	0.51%	45
2022 Q2	$737K	Buy	8,608 +1,634	+23%	+$147K	0.54%	41
2022 Q1	$576K	Buy	+6,974	New	+$542K	0.45%	48