Fonville Wealth 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 | $1.01M | Sell |
9,410
-35
| -0.4% | -$3.77K | 0.26% | 62 |
|
|
2025
Q1 | $1.12M | Buy |
9,445
+4,538
| +92% | +$537K | 0.33% | 56 |
|
|
2024
Q4 | $528K | Sell |
4,907
-231
| -4% | -$24.9K | 0.17% | 69 |
|
|
2024
Q3 | $602K | Buy |
5,138
+148
| +3% | +$17.3K | 0.21% | 65 |
|
|
2024
Q2 | $574K | Buy |
4,990
+401
| +9% | +$46.2K | 0.23% | 62 |
|
|
2024
Q1 | $533K | Buy |
4,589
+734
| +19% | +$85.3K | 0.24% | 62 |
|
|
2023
Q4 | $385K | Buy |
+3,855
| New | +$385K | 0.2% | 66 |
|