Intergy Private Wealth’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 | $260K | Sell |
2,407
-156
| -6% | -$16.8K | 0.09% | 81 |
|
|
2025
Q1 | $305K | Buy |
2,563
+250
| +11% | +$29.7K | 0.12% | 74 |
|
|
2024
Q4 | $249K | Buy |
2,313
+78
| +3% | +$8.39K | 0.09% | 81 |
|
|
2024
Q3 | $262K | Sell |
2,235
-20
| -0.9% | -$2.34K | 0.1% | 73 |
|
|
2024
Q2 | $260K | Buy |
2,255
+227
| +11% | +$26.1K | 0.11% | 71 |
|
|
2024
Q1 | $236K | Buy |
+2,028
| New | +$236K | 0.1% | 76 |
|
|
2023
Q4 | – | Sell |
-1,836
| Closed | -$216K | – | 75 |
|
|
2023
Q3 | $216K | Buy |
+1,836
| New | +$216K | 0.11% | 71 |
|