LRWA
Long Run Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
11,544
-1,877
| -14% | -$202K | 0.26% | 61 |
|
|
2025
Q1 | $1.6M | Buy |
13,421
+10,152
| +311% | +$1.21M | 0.36% | 48 |
|
|
2024
Q4 | $352K | Buy |
3,269
+21
| +0.6% | +$2.26K | 0.08% | 81 |
|
|
2024
Q3 | $381K | Buy |
3,248
+547
| +20% | +$64.1K | 0.09% | 80 |
|
|
2024
Q2 | $311K | Buy |
2,701
+212
| +9% | +$24.4K | 0.08% | 84 |
|
|
2024
Q1 | $289K | Hold |
2,489
| – | – | 0.08% | 82 |
|
|
2023
Q4 | $249K | Buy |
+2,489
| New | +$249K | 0.07% | 85 |
|
|
2023
Q3 | – | Sell |
-2,597
| Closed | -$279K | – | 96 |
|
|
2023
Q2 | $279K | Sell |
2,597
-275
| -10% | -$29.5K | 0.09% | 82 |
|
|
2023
Q1 | $315K | Buy |
2,872
+275
| +11% | +$30.2K | 0.11% | 83 |
|
|
2022
Q4 | $286K | Buy |
+2,597
| New | +$286K | 0.1% | 87 |
|
|
2022
Q3 | – | Sell |
-2,439
| Closed | -$209K | – | 102 |
|
|
2022
Q2 | $209K | Hold |
2,439
| – | – | 0.08% | 90 |
|
|
2022
Q1 | $201K | Buy |
+2,439
| New | +$201K | 0.07% | 94 |
|