AW
Avion Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
22,751
-1,626
| -7% | -$175K | 0.56% | 23 |
|
|
2025
Q1 | $2.62M | Hold |
24,377
| – | – | 0.67% | 21 |
|
|
2024
Q4 | $2.62M | Buy |
24,377
+2,302
| +10% | +$248K | 0.67% | 21 |
|
|
2024
Q3 | $2.59M | Buy |
22,075
+98
| +0.4% | +$11.5K | 0.68% | 19 |
|
|
2024
Q2 | $2.53M | Sell |
21,977
-80
| -0.4% | -$9.21K | 0.7% | 20 |
|
|
2024
Q1 | $2.56M | Sell |
22,057
-5,762
| -21% | -$670K | 0.69% | 21 |
|
|
2023
Q4 | $2.78M | Sell |
27,819
-3,577
| -11% | -$358K | 0.78% | 20 |
|
|
2023
Q3 | $3.69M | Buy |
31,396
+119
| +0.4% | +$14K | 1.05% | 19 |
|
|
2023
Q2 | $3.35M | Sell |
31,277
-1,865
| -6% | -$200K | 0.88% | 20 |
|
|
2023
Q1 | $3.66M | Buy |
33,142
+10,556
| +47% | +$1.16M | 1% | 20 |
|
|
2022
Q4 | $1.97M | Hold |
22,586
| – | – | 0.61% | 22 |
|
|
2022
Q3 | $1.97M | Sell |
22,586
-2,452
| -10% | -$214K | 0.61% | 22 |
|
|
2022
Q2 | $2.14M | Buy |
25,038
+3,050
| +14% | +$261K | 0.67% | 21 |
|
|
2022
Q1 | $1.82M | Buy |
21,988
+6,455
| +42% | +$533K | 0.52% | 27 |
|
|
2021
Q4 | $950K | Buy |
15,533
+2,574
| +20% | +$157K | 0.27% | 31 |
|
|
2021
Q3 | $762K | Buy |
12,959
+100
| +0.8% | +$5.88K | 0.23% | 27 |
|
|
2021
Q2 | $811K | Buy |
12,859
+1,571
| +14% | +$99.1K | 0.25% | 26 |
|
|
2021
Q1 | $630K | Sell |
11,288
-548
| -5% | -$30.6K | 0.22% | 26 |
|
|
2020
Q4 | $488K | Sell |
11,836
-1,098
| -8% | -$45.3K | 0.15% | 28 |
|
|
2020
Q3 | $444K | Buy |
12,934
+833
| +7% | +$28.6K | 0.15% | 29 |
|
|
2020
Q2 | $541K | Buy |
12,101
+700
| +6% | +$31.3K | 0.19% | 24 |
|
|
2020
Q1 | $433K | Buy |
11,401
+637
| +6% | +$24.2K | 0.19% | 26 |
|
|
2019
Q4 | $751K | Sell |
10,764
-100
| -0.9% | -$6.98K | 0.67% | 19 |
|
|
2019
Q3 | $767K | Buy |
+10,864
| New | +$767K | 0.73% | 17 |
|