Bright Financial 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 | $678K | Buy |
6,288
+141
| +2% | +$15.2K | 0.38% | 31 |
|
|
2025
Q1 | $731K | Buy |
6,147
+2,024
| +49% | +$241K | 0.45% | 28 |
|
|
2024
Q4 | $443K | Sell |
4,123
-951
| -19% | -$102K | 0.28% | 35 |
|
|
2024
Q3 | $595K | Buy |
5,074
+322
| +7% | +$37.7K | 0.38% | 29 |
|
|
2024
Q2 | $547K | Buy |
4,752
+1
| +0% | +$115 | 0.39% | 29 |
|
|
2024
Q1 | $556K | Buy |
+4,751
| New | +$556K | 0.41% | 26 |
|