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 |
|