OHWA
Oak Hill Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
32,051
+308
| +1% | +$35.2K | 0.76% | 25 |
|
|
2025
Q1 | $3.78M | Sell |
31,743
-96
| -0.3% | -$11.4K | 0.88% | 25 |
|
|
2024
Q4 | $3.42M | Buy |
+31,839
| New | +$3.42M | 0.82% | 25 |
|
|
2024
Q3 | – | Sell |
-23,010
| Closed | -$2.65M | – | 119 |
|
|
2024
Q2 | $2.65M | Buy |
+23,010
| New | +$2.65M | 0.8% | 20 |
|
|
2024
Q1 | – | Sell |
-24,415
| Closed | -$2.44M | – | 109 |
|
|
2023
Q4 | $2.44M | Sell |
24,415
-248
| -1% | -$24.8K | 0.84% | 17 |
|
|
2023
Q3 | $2.9M | Sell |
24,663
-2,519
| -9% | -$296K | 1.12% | 15 |
|
|
2023
Q2 | $2.92M | Buy |
27,182
+2,045
| +8% | +$219K | 1.08% | 16 |
|
|
2023
Q1 | $2.76M | Sell |
25,137
-580
| -2% | -$63.7K | 1.09% | 17 |
|
|
2022
Q4 | $2.86M | Buy |
+25,717
| New | +$2.86M | 1.18% | 17 |
|