LFA
Level Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
11,611
+1
| +0% | +$108 | 0.39% | 40 |
|
|
2025
Q1 | $1.38M | Buy |
11,610
+170
| +1% | +$20.2K | 0.47% | 38 |
|
|
2024
Q4 | $1.23M | Sell |
11,440
-5,049
| -31% | -$543K | 0.45% | 39 |
|
|
2024
Q3 | $1.93M | Hold |
16,489
| – | – | 0.74% | 31 |
|
|
2024
Q2 | $1.9M | Hold |
16,489
| – | – | 0.82% | 28 |
|
|
2024
Q1 | $1.92M | Hold |
16,489
| – | – | 0.87% | 24 |
|
|
2023
Q4 | $1.65M | Hold |
16,489
| – | – | 0.82% | 24 |
|
|
2023
Q3 | $1.94M | Hold |
16,489
| – | – | 1.08% | 20 |
|
|
2023
Q2 | $1.77M | Hold |
16,489
| – | – | 0.99% | 22 |
|
|
2023
Q1 | $1.81M | Sell |
16,489
-90
| -0.5% | -$9.87K | 1.09% | 21 |
|
|
2022
Q4 | $1.83M | Sell |
16,579
-6,295
| -28% | -$694K | 1.2% | 18 |
|
|
2022
Q3 | $2M | Sell |
22,874
-26
| -0.1% | -$2.27K | 1.47% | 16 |
|
|
2022
Q2 | $1.96M | Sell |
22,900
-429
| -2% | -$36.7K | 1.44% | 15 |
|
|
2022
Q1 | $1.93M | Hold |
23,329
| – | – | 1.48% | 16 |
|
|
2021
Q4 | $1.43M | Buy |
+23,329
| New | +$1.43M | 1.09% | 17 |
|