FWA
FSM Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
43,426
+7,840
| +22% | +$871K | 0.78% | 28 |
|
|
2025
Q1 | $4.23M | Buy |
35,586
+1,835
| +5% | +$218K | 0.95% | 22 |
|
|
2024
Q4 | $3.76M | Buy |
33,751
+151
| +0.4% | +$16.8K | 0.92% | 24 |
|
|
2024
Q3 | $3.94M | Buy |
33,600
+1,186
| +4% | +$139K | 1.05% | 22 |
|
|
2024
Q2 | $3.73M | Buy |
32,414
+727
| +2% | +$83.7K | 1.25% | 22 |
|
|
2024
Q1 | $3.68M | Buy |
31,687
+169
| +0.5% | +$19.6K | 1.31% | 21 |
|
|
2023
Q4 | $3.15M | Buy |
31,518
+130
| +0.4% | +$13K | 1.34% | 22 |
|
|
2023
Q3 | $3.69M | Sell |
31,388
-239
| -0.8% | -$28.1K | 1.86% | 16 |
|
|
2023
Q2 | $3.35M | Buy |
31,627
+222
| +0.7% | +$23.5K | 1.68% | 17 |
|
|
2023
Q1 | $3.44M | Buy |
31,405
+463
| +1% | +$50.8K | 2% | 12 |
|
|
2022
Q4 | $3.41M | Sell |
30,942
-1,935
| -6% | -$213K | 2.43% | 9 |
|
|
2022
Q3 | $2.87M | Buy |
+32,877
| New | +$2.87M | 2.38% | 9 |
|