EFG
Embree Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
31,368
-1,170
| -4% | -$126K | 0.51% | 44 |
|
|
2025
Q1 | $3.87M | Buy |
32,538
+327
| +1% | +$38.9K | 0.65% | 31 |
|
|
2024
Q4 | $3.46M | Buy |
32,211
+1,929
| +6% | +$208K | 0.59% | 34 |
|
|
2024
Q3 | $3.55M | Buy |
30,282
+375
| +1% | +$44K | 0.63% | 35 |
|
|
2024
Q2 | $3.44M | Sell |
29,907
-465
| -2% | -$53.5K | 0.66% | 32 |
|
|
2024
Q1 | $3.53M | Sell |
30,372
-547
| -2% | -$63.6K | 0.69% | 32 |
|
|
2023
Q4 | $3.09M | Buy |
+30,919
| New | +$3.09M | 0.65% | 37 |
|