NBWM
XOM icon

North Berkeley Wealth Management’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,866
Closed -$341K 69
2025
Q1
$341K Sell
2,866
-62
-2% -$7.37K 0.35% 45
2024
Q4
$315K Buy
+2,928
New +$315K 0.32% 47