Enzi Wealth’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
$15.9M Buy
137,887
+60
+0% +$6.93K 5.83% 5
2025
Q1
$15M Sell
137,827
-198
-0.1% -$21.5K 6.06% 5
2024
Q4
$15.1M Sell
138,025
-957
-0.7% -$105K 5.76% 5
2024
Q3
$17.2M Sell
138,982
-3,584
-3% -$445K 6.74% 5
2024
Q2
$16.2M Buy
142,566
+115
+0.1% +$13K 7.12% 5
2024
Q1
$17M Sell
142,451
-9
-0% -$1.08K 8% 4
2023
Q4
$14.4M Hold
142,460
6.94% 5
2023
Q3
$15.7M Sell
142,460
-26
-0% -$2.86K 8.3% 3
2023
Q2
$14.9M Sell
142,486
-544
-0.4% -$56.9K 7.58% 5
2023
Q1
$16.4M Sell
143,030
-628
-0.4% -$72K 8.42% 4
2022
Q4
$16.3M Sell
143,658
-7,464
-5% -$849K 7.81% 4
2022
Q3
$17.2M Buy
+151,122
New +$17.2M 8.44% 3