Envestnet Portfolio Solutions’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 | $30.6M | Buy |
283,832
+23,226
| +9% | +$2.5M | 0.11% | 96 |
|
|
2025
Q1 | $31M | Sell |
260,606
-23,599
| -8% | -$2.81M | 0.12% | 96 |
|
|
2024
Q4 | $30.6M | Sell |
284,205
-10,464
| -4% | -$1.13M | 0.1% | 103 |
|
|
2024
Q3 | $34.5M | Sell |
294,669
-4,757
| -2% | -$558K | 0.11% | 96 |
|
|
2024
Q2 | $34.5M | Buy |
299,426
+13,388
| +5% | +$1.54M | 0.12% | 93 |
|
|
2024
Q1 | $33.2M | Buy |
286,038
+91,352
| +47% | +$10.6M | 0.13% | 94 |
|
|
2023
Q4 | $19.5M | Buy |
194,686
+62,635
| +47% | +$6.26M | 0.08% | 115 |
|
|
2023
Q3 | $15.5M | Buy |
+132,051
| New | +$15.5M | 0.07% | 128 |
|