Blue Zone Wealth Advisors’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 | – | Sell |
-1,800
| Closed | -$214K | – | 115 |
|
|
2025
Q1 | $214K | Sell |
1,800
-533
| -23% | -$63.4K | 0.06% | 97 |
|
|
2024
Q4 | $251K | Buy |
2,333
+40
| +2% | +$4.3K | 0.07% | 91 |
|
|
2024
Q3 | $269K | Buy |
+2,293
| New | +$269K | 0.08% | 84 |
|
|
2023
Q4 | – | Sell |
-1,750
| Closed | -$206K | – | 85 |
|
|
2023
Q3 | $206K | Buy |
+1,750
| New | +$206K | 0.09% | 74 |
|
|
2020
Q2 | – | Sell |
-7,873
| Closed | -$299K | – | 66 |
|
|
2020
Q1 | $299K | Buy |
+7,873
| New | +$299K | 0.28% | 39 |
|