NW
Naviter Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
149,104
-4,473
| -3% | -$482K | 1.98% | 8 |
|
|
2025
Q1 | $18.1M | Buy |
153,577
+64
| +0% | +$7.54K | 2.19% | 7 |
|
|
2024
Q4 | $16.5M | Buy |
153,513
+3,448
| +2% | +$371K | 1.99% | 10 |
|
|
2024
Q3 | $17.6M | Sell |
150,065
-1,043
| -0.7% | -$122K | 2.45% | 6 |
|
|
2024
Q2 | $17.4M | Buy |
151,108
+8,327
| +6% | +$959K | 2.6% | 6 |
|
|
2024
Q1 | $16.6M | Buy |
142,781
+3,647
| +3% | +$424K | 2.72% | 5 |
|
|
2023
Q4 | $13.9M | Buy |
139,134
+3,807
| +3% | +$381K | 2.8% | 7 |
|
|
2023
Q3 | $15.9M | Buy |
135,327
+3,412
| +3% | +$401K | 3.84% | 5 |
|
|
2023
Q2 | $14.1M | Buy |
131,915
+6,037
| +5% | +$647K | 3.6% | 4 |
|
|
2023
Q1 | $13.8M | Buy |
125,878
+2,270
| +2% | +$249K | 4.83% | 3 |
|
|
2022
Q4 | $14.1M | Buy |
123,608
+147
| +0.1% | +$16.7K | 3.86% | 4 |
|
|
2022
Q3 | $10.8M | Buy |
123,461
+2,821
| +2% | +$246K | 4.4% | 4 |
|
|
2022
Q2 | $10.3M | Buy |
120,640
+13,104
| +12% | +$1.12M | 4.24% | 5 |
|
|
2022
Q1 | $8.88M | Hold |
107,536
| – | – | 2.96% | 9 |
|
|
2021
Q4 | $6.58M | Buy |
+107,536
| New | +$6.58M | 1.97% | 10 |
|