DWM
Drive Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
33,008
+936
| +3% | +$101K | 0.78% | 27 |
|
|
2025
Q1 | $3.81M | Buy |
32,072
+3,558
| +12% | +$423K | 0.9% | 23 |
|
|
2024
Q4 | $3.07M | Buy |
28,514
+1,812
| +7% | +$195K | 0.75% | 27 |
|
|
2024
Q3 | $3.13M | Sell |
26,702
-552
| -2% | -$64.7K | 0.81% | 22 |
|
|
2024
Q2 | $3.14M | Buy |
27,254
+9,402
| +53% | +$1.08M | 0.85% | 25 |
|
|
2024
Q1 | $2.08M | Buy |
17,852
+380
| +2% | +$44.2K | 0.58% | 29 |
|
|
2023
Q4 | $1.75M | Sell |
17,472
-1,084
| -6% | -$108K | 0.56% | 35 |
|
|
2023
Q3 | $2.18M | Sell |
18,556
-145
| -0.8% | -$17K | 0.8% | 27 |
|
|
2023
Q2 | $2M | Buy |
18,701
+715
| +4% | +$76.6K | 0.74% | 26 |
|
|
2023
Q1 | $1.97M | Buy |
17,986
+1,099
| +7% | +$121K | 0.83% | 22 |
|
|
2022
Q4 | $1.86M | Buy |
16,887
+399
| +2% | +$44K | 0.93% | 18 |
|
|
2022
Q3 | $1.44M | Buy |
16,488
+2,115
| +15% | +$185K | 1.37% | 10 |
|
|
2022
Q2 | $1.23M | Sell |
14,373
-6,353
| -31% | -$544K | 1.12% | 15 |
|
|
2022
Q1 | $1.71M | Buy |
+20,726
| New | +$1.71M | 1.44% | 12 |
|