Invictus 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 | $12.7M | Sell |
117,866
-585
| -0.5% | -$63.1K | 0.87% | 21 |
|
|
2025
Q1 | $14.1M | Sell |
118,451
-583
| -0.5% | -$69.3K | 1.12% | 20 |
|
|
2024
Q4 | $12.8M | Sell |
119,034
-6,150
| -5% | -$662K | 0.97% | 20 |
|
|
2024
Q3 | $14.7M | Sell |
125,184
-5,801
| -4% | -$680K | 1.16% | 19 |
|
|
2024
Q2 | $15.1M | Sell |
130,985
-4,075
| -3% | -$469K | 1.27% | 19 |
|
|
2024
Q1 | $15.7M | Sell |
135,060
-2,502
| -2% | -$291K | 1.39% | 17 |
|
|
2023
Q4 | $13.8M | Sell |
137,562
-2,802
| -2% | -$280K | 1.35% | 16 |
|
|
2023
Q3 | $16.5M | Sell |
140,364
-1,708
| -1% | -$201K | 1.81% | 15 |
|
|
2023
Q2 | $15.2M | Sell |
142,072
-1,723
| -1% | -$185K | 1.64% | 15 |
|
|
2023
Q1 | $15.8M | Sell |
143,795
-557
| -0.4% | -$61.1K | 1.86% | 15 |
|
|
2022
Q4 | $15.9M | Buy |
+144,352
| New | +$15.9M | 2.05% | 14 |
|