HNWAG
High Net Worth Advisory Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
31,110
-18
| -0.1% | -$1.94K | 0.89% | 32 |
|
|
2025
Q1 | $3.7M | Sell |
31,128
-91
| -0.3% | -$10.8K | 1.04% | 25 |
|
|
2024
Q4 | $3.36M | Buy |
31,219
+541
| +2% | +$58.2K | 0.94% | 27 |
|
|
2024
Q3 | $3.6M | Sell |
30,678
-806
| -3% | -$94.5K | 0.99% | 25 |
|
|
2024
Q2 | $3.62M | Buy |
31,484
+1,062
| +3% | +$122K | 1.1% | 24 |
|
|
2024
Q1 | $3.54M | Buy |
30,422
+1,145
| +4% | +$133K | 1.11% | 25 |
|
|
2023
Q4 | $2.93M | Sell |
29,277
-1,417
| -5% | -$142K | 1.09% | 22 |
|
|
2023
Q3 | $3.61M | Buy |
30,694
+475
| +2% | +$55.9K | 1.45% | 17 |
|
|
2023
Q2 | $3.24M | Buy |
30,219
+6,461
| +27% | +$693K | 1.26% | 18 |
|
|
2023
Q1 | $2.61M | Sell |
23,758
-702
| -3% | -$77K | 1.06% | 20 |
|
|
2022
Q4 | $2.7M | Sell |
24,460
-650
| -3% | -$71.7K | 1.05% | 18 |
|
|
2022
Q3 | $2.19M | Buy |
25,110
+1,100
| +5% | +$96K | 0.94% | 22 |
|
|
2022
Q2 | $2.06M | Sell |
24,010
-2,030
| -8% | -$174K | 0.85% | 26 |
|
|
2022
Q1 | $2.15M | Sell |
26,040
-11,271
| -30% | -$931K | 0.78% | 31 |
|
|
2021
Q4 | $2.28M | Buy |
+37,311
| New | +$2.28M | 0.8% | 31 |
|