Elevation Wealth Partners’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 | $224K | Hold |
2,075
| – | – | 0.09% | 107 |
|
|
2025
Q1 | $247K | Hold |
2,075
| – | – | 0.11% | 97 |
|
|
2024
Q4 | $223K | Hold |
2,075
| – | – | 0.09% | 109 |
|
|
2024
Q3 | $243K | Buy |
2,075
+1
| +0% | +$117 | 0.1% | 103 |
|
|
2024
Q2 | $239K | Hold |
2,074
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $241K | Hold |
2,074
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $244K | Buy |
2,074
+970
| +88% | +$114K | 0.15% | 88 |
|
|
2023
Q3 | $130K | Hold |
1,104
| – | – | 0.11% | 78 |
|
|
2023
Q2 | $118K | Hold |
1,104
| – | – | 0.1% | 85 |
|
|
2023
Q1 | $121K | Buy |
+1,104
| New | +$121K | 0.11% | 87 |
|