International Private 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
$305K Sell
2,825
-172
-6% -$18.5K 0.26% 113
2025
Q1
$356K Sell
2,997
-1,178
-28% -$140K 0.34% 89
2024
Q4
$449K Buy
4,175
+2,057
+97% +$221K 0.45% 58
2024
Q3
$248K Sell
2,118
-45
-2% -$5.27K 0.36% 102
2024
Q2
$249K Buy
2,163
+16
+0.7% +$1.84K 0.42% 95
2024
Q1
$250K Sell
2,147
-1,336
-38% -$155K 0.48% 88
2023
Q4
$348K Buy
+3,483
New +$348K 0.34% 51