Livelsberger Financial Advisory’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
$242K Buy
2,246
+18
+0.8% +$1.94K 4.69% 4
2025
Q1
$265K Buy
2,228
+19
+0.9% +$2.26K 12.65% 4
2024
Q4
$238K Buy
2,209
+19
+0.9% +$2.04K 11.13% 4
2024
Q3
$257K Buy
2,190
+16
+0.7% +$1.88K 5.38% 4
2024
Q2
$250K Buy
2,174
+18
+0.8% +$2.07K 3.73% 10
2024
Q1
$254K Buy
2,156
+667
+45% +$78.6K 3.01% 11
2023
Q4
$149K Buy
+1,489
New +$149K 0.13% 94