AWM
Axxcess Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
158,954
-1,069
| -0.7% | -$115K | 0.4% | 46 |
|
|
2025
Q1 | $19M | Sell |
160,023
-3,478
| -2% | -$414K | 0.5% | 41 |
|
|
2024
Q4 | $17.6M | Sell |
163,501
-5,158
| -3% | -$555K | 0.42% | 47 |
|
|
2024
Q3 | $19.8M | Buy |
168,659
+1,970
| +1% | +$231K | 0.49% | 42 |
|
|
2024
Q2 | $19.2M | Buy |
166,689
+17,320
| +12% | +$1.99M | 0.51% | 41 |
|
|
2024
Q1 | $17.4M | Buy |
149,369
+6,859
| +5% | +$797K | 0.48% | 42 |
|
|
2023
Q4 | $14.2M | Buy |
142,510
+16,120
| +13% | +$1.61M | 0.41% | 46 |
|
|
2023
Q3 | $14.9M | Buy |
126,390
+78,510
| +164% | +$9.23M | 0.51% | 42 |
|
|
2023
Q2 | $5.14M | Sell |
47,880
-40,747
| -46% | -$4.37M | 0.37% | 64 |
|
|
2023
Q1 | $9.72M | Buy |
88,627
+1,997
| +2% | +$219K | 0.74% | 21 |
|
|
2022
Q4 | $9.56M | Buy |
86,630
+34,308
| +66% | +$3.78M | 0.79% | 22 |
|
|
2022
Q3 | $4.57M | Sell |
52,322
-3,913
| -7% | -$342K | 0.43% | 45 |
|
|
2022
Q2 | $4.82M | Buy |
56,235
+120
| +0.2% | +$10.3K | 0.44% | 50 |
|
|
2022
Q1 | $4.63M | Buy |
56,115
+1,495
| +3% | +$123K | 0.36% | 59 |
|
|
2021
Q4 | $3.34M | Buy |
+54,620
| New | +$3.34M | 0.24% | 80 |
|