Elevation Wealth Partners’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 | $261K | Buy |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $121K | Buy |
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