Cove Private Wealth’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 | $2.12M | Buy |
19,650
+3,704
| +23% | +$399K | 0.75% | 33 |
|
|
2025
Q1 | $1.9M | Buy |
15,946
+5,210
| +49% | +$620K | 1% | 24 |
|
|
2024
Q4 | $1.15M | Buy |
10,736
+1,000
| +10% | +$108K | 0.69% | 39 |
|
|
2024
Q3 | $1.14M | Sell |
9,736
-425
| -4% | -$49.8K | 0.89% | 35 |
|
|
2024
Q2 | $1.17M | Hold |
10,161
| – | – | 0.93% | 33 |
|
|
2024
Q1 | $1.18M | Hold |
10,161
| – | – | 1.01% | 32 |
|
|
2023
Q4 | $1.02M | Buy |
+10,161
| New | +$1.02M | 0.96% | 35 |
|