Aviso Wealth Management’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 | $1.86M | Buy |
17,244
+918
| +6% | +$99K | 0.87% | 28 |
|
|
2025
Q1 | $1.94M | Buy |
16,326
+3,150
| +24% | +$375K | 1.03% | 22 |
|
|
2024
Q4 | $1.42M | Buy |
13,176
+1,782
| +16% | +$192K | 0.72% | 39 |
|
|
2024
Q3 | $1.34M | Buy |
11,394
+608
| +6% | +$71.3K | 0.72% | 36 |
|
|
2024
Q2 | $1.24M | Sell |
10,786
-659
| -6% | -$75.9K | 0.74% | 32 |
|
|
2024
Q1 | $1.33M | Buy |
11,445
+4,178
| +57% | +$486K | 0.84% | 28 |
|
|
2023
Q4 | $727K | Buy |
+7,267
| New | +$727K | 0.53% | 52 |
|