Innova 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 | $812K | Buy |
7,534
+27
| +0.4% | +$2.91K | 0.48% | 39 |
|
|
2025
Q1 | $893K | Buy |
7,507
+6
| +0.1% | +$714 | 0.55% | 32 |
|
|
2024
Q4 | $807K | Buy |
+7,501
| New | +$807K | 0.51% | 37 |
|
|
2024
Q3 | – | Sell |
-7,265
| Closed | -$836K | – | 148 |
|
|
2024
Q2 | $836K | Sell |
7,265
-6,442
| -47% | -$742K | 0.6% | 37 |
|
|
2024
Q1 | $1.59M | Buy |
13,707
+6,242
| +84% | +$726K | 1.23% | 27 |
|
|
2023
Q4 | $746K | Sell |
7,465
-50
| -0.7% | -$5K | 0.64% | 27 |
|
|
2023
Q3 | $884K | Sell |
7,515
-38
| -0.5% | -$4.47K | 0.79% | 22 |
|
|
2023
Q2 | $810K | Sell |
7,553
-52
| -0.7% | -$5.58K | 0.69% | 25 |
|
|
2023
Q1 | $834K | Sell |
7,605
-550
| -7% | -$60.3K | 0.73% | 21 |
|
|
2022
Q4 | $899K | Hold |
8,155
| – | – | 0.79% | 24 |
|
|
2022
Q3 | $712K | Hold |
8,155
| – | – | 0.65% | 17 |
|
|
2022
Q2 | $698K | Hold |
8,155
| – | – | 0.59% | 19 |
|
|
2022
Q1 | $674K | Buy |
8,155
+368
| +5% | +$30.4K | 0.48% | 29 |
|
|
2021
Q4 | $476K | Buy |
7,787
+165
| +2% | +$10.1K | 0.34% | 38 |
|
|
2021
Q3 | $448K | Sell |
7,622
-140
| -2% | -$8.23K | 0.36% | 38 |
|
|
2021
Q2 | $490K | Sell |
7,762
-55
| -0.7% | -$3.47K | 0.39% | 37 |
|
|
2021
Q1 | $436K | Hold |
7,817
| – | – | 0.37% | 38 |
|
|
2020
Q4 | $322K | Buy |
+7,817
| New | +$322K | 0.3% | 43 |
|