Beta Wealth Group’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 | $639K | Buy |
5,925
+105
| +2% | +$11.3K | 0.23% | 54 |
|
|
2025
Q1 | $692K | Sell |
5,820
-196
| -3% | -$23.3K | 0.25% | 50 |
|
|
2024
Q4 | $647K | Buy |
6,016
+101
| +2% | +$10.9K | 0.29% | 55 |
|
|
2024
Q3 | $693K | Buy |
5,915
+304
| +5% | +$35.6K | 0.31% | 54 |
|
|
2024
Q2 | $646K | Buy |
5,611
+104
| +2% | +$12K | 0.31% | 54 |
|
|
2024
Q1 | $640K | Buy |
5,507
+103
| +2% | +$12K | 0.31% | 50 |
|
|
2023
Q4 | $540K | Buy |
5,404
+4
| +0.1% | +$400 | 0.28% | 56 |
|
|
2023
Q3 | $635K | Buy |
5,400
+500
| +10% | +$58.8K | 0.38% | 47 |
|
|
2023
Q2 | $526K | Buy |
4,900
+500
| +11% | +$53.6K | 0.3% | 58 |
|
|
2023
Q1 | $483K | Buy |
4,400
+400
| +10% | +$43.9K | 0.28% | 56 |
|
|
2022
Q4 | $441K | Buy |
4,000
+100
| +3% | +$11K | 0.3% | 57 |
|
|
2022
Q3 | $341K | Buy |
3,900
+200
| +5% | +$17.5K | 0.25% | 56 |
|
|
2022
Q2 | $317K | Buy |
+3,700
| New | +$317K | 0.21% | 59 |
|