Evergreen Private 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 | $83K | Buy |
770
+120
| +18% | +$12.9K | 0.03% | 97 |
|
|
2025
Q1 | $77.3K | Hold |
650
| – | – | 0.04% | 103 |
|
|
2024
Q4 | $69.9K | Hold |
650
| – | – | 0.03% | 107 |
|
|
2024
Q3 | $76.2K | Hold |
650
| – | – | 0.04% | 105 |
|
|
2024
Q2 | $74.8K | Buy |
650
+348
| +115% | +$40.1K | 0.04% | 105 |
|
|
2024
Q1 | $35.1K | Buy |
302
+2
| +0.7% | +$232 | 0.02% | 129 |
|
|
2023
Q4 | $30K | Buy |
+300
| New | +$30K | 0.02% | 128 |
|