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