Octavia Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $961K | Sell |
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|
2023
Q4 | $835K | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $908K | Sell |
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|
2023
Q1 | $998K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $841K | Sell |
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|
2022
Q2 | $868K | Sell |
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|
2022
Q1 | $858K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $450K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $220K | Buy |
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