Bel Air Investment Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.33M Sell
21,140
-3,046
-13% -$192K 0.04% 157
2021
Q1
$1.35M Buy
+24,186
New +$1.35M 0.04% 164
2013
Q3
$22.8M Buy
264,652
+3,843
+1% +$331K 3.19% 12
2013
Q2
$23.6M Buy
+260,809
New +$23.6M 3.45% 10