Bridgewealth Advisory 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 | $1.42M | Buy |
13,133
+2,828
| +27% | +$305K | 0.36% | 43 |
|
|
2025
Q1 | $1.23M | Sell |
10,305
-3,250
| -24% | -$387K | 1.61% | 21 |
|
|
2024
Q4 | $1.47M | Buy |
13,555
+1,793
| +15% | +$194K | 0.41% | 41 |
|
|
2024
Q3 | $1.38M | Buy |
11,762
+1,649
| +16% | +$193K | 0.5% | 35 |
|
|
2024
Q2 | $1.16M | Buy |
10,113
+1,979
| +24% | +$228K | 0.52% | 34 |
|
|
2024
Q1 | $946K | Buy |
8,134
+70
| +0.9% | +$8.14K | 0.46% | 36 |
|
|
2023
Q4 | $806K | Buy |
8,064
+29
| +0.4% | +$2.9K | 0.62% | 31 |
|
|
2023
Q3 | $945K | Sell |
8,035
-368
| -4% | -$43.3K | 1.16% | 20 |
|
|
2023
Q2 | $901K | Buy |
8,403
+331
| +4% | +$35.5K | 1.46% | 14 |
|
|
2023
Q1 | $885K | Buy |
8,072
+3,179
| +65% | +$349K | 1.63% | 14 |
|
|
2022
Q4 | $540K | Buy |
+4,893
| New | +$540K | 1.06% | 19 |
|