Capital Advisors Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $917K | Buy |
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|
2025
Q2 | $783K | Buy |
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|
2025
Q1 | $842K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $788K | Buy |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $354K | Buy |
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