FPCG
Forum Private Client Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
2,032
-137
| -6% | -$14.8K | 0.08% | 78 |
|
|
2025
Q1 | $258K | Sell |
2,169
-20
| -0.9% | -$2.38K | 0.11% | 67 |
|
|
2024
Q4 | $236K | Sell |
2,189
-196
| -8% | -$21.1K | 0.1% | 69 |
|
|
2024
Q3 | $280K | Buy |
2,385
+100
| +4% | +$11.7K | 0.12% | 65 |
|
|
2024
Q2 | $263K | Sell |
2,285
-28
| -1% | -$3.22K | 0.13% | 61 |
|
|
2024
Q1 | $269K | Sell |
2,313
-2
| -0.1% | -$232 | 0.13% | 62 |
|
|
2023
Q4 | $231K | Buy |
+2,315
| New | +$231K | 0.12% | 67 |
|
|
2023
Q3 | – | Sell |
-2,361
| Closed | -$253K | – | 72 |
|
|
2023
Q2 | $253K | Buy |
2,361
+24
| +1% | +$2.57K | 0.15% | 64 |
|
|
2023
Q1 | $256K | Sell |
2,337
-400
| -15% | -$43.9K | 0.16% | 63 |
|
|
2022
Q4 | $302K | Sell |
2,737
-114
| -4% | -$12.6K | 0.21% | 55 |
|
|
2022
Q3 | $249K | Sell |
2,851
-73
| -2% | -$6.38K | 0.19% | 56 |
|
|
2022
Q2 | $250K | Buy |
2,924
+173
| +6% | +$14.8K | 0.18% | 59 |
|
|
2022
Q1 | $227K | Buy |
+2,751
| New | +$227K | 0.18% | 57 |
|