Oakwell Private Wealth Management’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 | $414K | Sell |
3,839
-111
| -3% | -$12K | 0.1% | 57 |
|
|
2025
Q1 | $470K | Buy |
+3,950
| New | +$470K | 0.13% | 51 |
|
|
2024
Q3 | – | Sell |
-13,637
| Closed | -$1.57M | – | 67 |
|
|
2024
Q2 | $1.57M | Buy |
13,637
+10,811
| +383% | +$1.24M | 0.44% | 27 |
|
|
2024
Q1 | $328K | Hold |
2,826
| – | – | 0.1% | 51 |
|
|
2023
Q4 | $283K | Hold |
2,826
| – | – | 0.1% | 52 |
|
|
2023
Q3 | $332K | Sell |
2,826
-125
| -4% | -$14.7K | 0.14% | 48 |
|
|
2023
Q2 | $316K | Buy |
+2,951
| New | +$316K | 0.13% | 49 |
|