OWA
Octavia Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
5,726
-351
| -6% | -$37.8K | 0.07% | 101 |
|
|
2025
Q1 | $723K | Buy |
6,077
+1,013
| +20% | +$120K | 0.09% | 90 |
|
|
2024
Q4 | $545K | Sell |
5,064
-213
| -4% | -$22.9K | 0.07% | 109 |
|
|
2024
Q3 | $619K | Sell |
5,277
-277
| -5% | -$32.5K | 0.08% | 100 |
|
|
2024
Q2 | $639K | Sell |
5,554
-2,716
| -33% | -$313K | 0.09% | 99 |
|
|
2024
Q1 | $961K | Sell |
8,270
-81
| -1% | -$9.42K | 0.14% | 75 |
|
|
2023
Q4 | $835K | Sell |
8,351
-899
| -10% | -$89.9K | 0.15% | 80 |
|
|
2023
Q3 | $1.09M | Buy |
9,250
+782
| +9% | +$92K | 0.22% | 60 |
|
|
2023
Q2 | $908K | Sell |
8,468
-633
| -7% | -$67.9K | 0.18% | 67 |
|
|
2023
Q1 | $998K | Sell |
9,101
-226
| -2% | -$24.8K | 0.22% | 58 |
|
|
2022
Q4 | $1.03M | Sell |
9,327
-304
| -3% | -$33.5K | 0.25% | 60 |
|
|
2022
Q3 | $841K | Sell |
9,631
-504
| -5% | -$44K | 0.23% | 66 |
|
|
2022
Q2 | $868K | Sell |
10,135
-251
| -2% | -$21.5K | 0.23% | 65 |
|
|
2022
Q1 | $858K | Buy |
10,386
+2,647
| +34% | +$219K | 0.19% | 70 |
|
|
2021
Q4 | $474K | Buy |
7,739
+65
| +0.8% | +$3.98K | 0.1% | 107 |
|
|
2021
Q3 | $450K | Buy |
7,674
+1,220
| +19% | +$71.5K | 0.12% | 104 |
|
|
2021
Q2 | $407K | Buy |
6,454
+203
| +3% | +$12.8K | 0.11% | 107 |
|
|
2021
Q1 | $349K | Buy |
6,251
+916
| +17% | +$51.1K | 0.1% | 120 |
|
|
2020
Q4 | $220K | Buy |
+5,335
| New | +$220K | 0.07% | 147 |
|