Brightwater Advisory’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 | $608K | Sell |
5,640
-82
| -1% | -$8.84K | 0.44% | 37 |
|
|
2025
Q1 | $681K | Buy |
5,722
+95
| +2% | +$11.3K | 0.54% | 31 |
|
|
2024
Q4 | $605K | Hold |
5,627
| – | – | 0.47% | 34 |
|
|
2024
Q3 | $660K | Hold |
5,627
| – | – | 0.49% | 36 |
|
|
2024
Q2 | $648K | Hold |
5,627
| – | – | 0.5% | 35 |
|
|
2024
Q1 | $654K | Hold |
5,627
| – | – | 0.53% | 34 |
|
|
2023
Q4 | $563K | Buy |
+5,627
| New | +$563K | 0.48% | 33 |
|