Gen-Wealth Partners’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 | $763K | Sell |
7,078
-840
| -11% | -$90.6K | 0.29% | 92 |
|
|
2025
Q1 | $942K | Sell |
7,918
-212
| -3% | -$25.2K | 0.39% | 65 |
|
|
2024
Q4 | $875K | Buy |
8,130
+68
| +0.8% | +$7.32K | 0.38% | 58 |
|
|
2024
Q3 | $941K | Buy |
8,062
+94
| +1% | +$11K | 0.41% | 55 |
|
|
2024
Q2 | $917K | Buy |
7,968
+220
| +3% | +$25.3K | 0.44% | 52 |
|
|
2024
Q1 | $901K | Buy |
+7,748
| New | +$901K | 0.45% | 50 |
|