Frazier Financial Advisors’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 | $196K | Sell |
1,820
-24
| -1% | -$2.59K | 0.14% | 58 |
|
|
2025
Q1 | $219K | Sell |
1,844
-165
| -8% | -$19.6K | 0.17% | 47 |
|
|
2024
Q4 | $212K | Sell |
2,009
-118
| -6% | -$12.5K | 0.17% | 47 |
|
|
2024
Q3 | $249K | Buy |
2,127
+53
| +3% | +$6.21K | 0.19% | 45 |
|
|
2024
Q2 | $239K | Buy |
2,074
+95
| +5% | +$10.9K | 0.19% | 48 |
|
|
2024
Q1 | $230K | Buy |
1,979
+508
| +35% | +$59.1K | 0.19% | 48 |
|
|
2023
Q4 | $147K | Buy |
+1,471
| New | +$147K | 0.13% | 60 |
|