Elevatus Welath Management’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 | $1.9M | Buy |
17,582
+553
| +3% | +$59.6K | 0.63% | 38 |
|
2025
Q1 | $2.03M | Sell |
17,029
-1,966
| -10% | -$234K | 1.15% | 23 |
|
2024
Q4 | $2.04M | Buy |
18,995
+933
| +5% | +$100K | 0.7% | 25 |
|
2024
Q3 | $2.12M | Sell |
18,062
-6
| -0% | -$703 | 0.69% | 28 |
|
2024
Q2 | $2.08M | Buy |
18,068
+10,718
| +146% | +$1.23M | 0.78% | 41 |
|
2024
Q1 | $854K | Sell |
7,350
-45
| -0.6% | -$5.23K | 0.34% | 39 |
|
2023
Q4 | $739K | Buy |
7,395
+283
| +4% | +$28.3K | 0.34% | 44 |
|
2023
Q3 | $836K | Buy |
7,112
+649
| +10% | +$76.3K | 0.76% | 26 |
|
2023
Q2 | $693K | Buy |
+6,463
| New | +$693K | 0.48% | 32 |
|