Icon Wealth 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 | $17.3M | Buy |
160,782
+8,721
| +6% | +$940K | 1.23% | 20 |
|
|
2025
Q1 | $18.1M | Buy |
152,061
+2,946
| +2% | +$350K | 1.49% | 15 |
|
|
2024
Q4 | $16M | Sell |
149,115
-4,935
| -3% | -$531K | 1.32% | 17 |
|
|
2024
Q3 | $18.1M | Buy |
154,050
+45,238
| +42% | +$5.3M | 1.5% | 14 |
|
|
2024
Q2 | $12.9M | Sell |
108,812
-46,090
| -30% | -$5.47M | 1.15% | 19 |
|
|
2024
Q1 | $18M | Buy |
154,902
+2,755
| +2% | +$320K | 1.67% | 13 |
|
|
2023
Q4 | $15.2M | Buy |
+152,147
| New | +$15.2M | 1.58% | 12 |
|
|
2022
Q4 | $19.9M | Sell |
180,813
-8,889
| -5% | -$980K | 2.29% | 7 |
|
|
2022
Q3 | $16.6M | Buy |
+189,702
| New | +$16.6M | 2.01% | 10 |
|