Novak & Powell Financial Services’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 | $671K | Sell |
6,222
-378
| -6% | -$40.7K | 0.47% | 49 |
|
|
2025
Q1 | $785K | Buy |
6,600
+21
| +0.3% | +$2.5K | 0.49% | 51 |
|
|
2024
Q4 | $708K | Sell |
6,579
-95
| -1% | -$10.2K | 0.42% | 55 |
|
|
2024
Q3 | $782K | Sell |
6,674
-258
| -4% | -$30.2K | 0.45% | 53 |
|
|
2024
Q2 | $798K | Buy |
6,932
+273
| +4% | +$31.4K | 0.5% | 50 |
|
|
2024
Q1 | $762K | Sell |
6,659
-29
| -0.4% | -$3.32K | 0.57% | 45 |
|
|
2023
Q4 | $669K | Buy |
+6,688
| New | +$669K | 0.45% | 55 |
|