Omega Financial Group’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 | $229K | Sell |
2,120
-37
| -2% | -$3.99K | 0.08% | 84 |
|
|
2025
Q1 | $257K | Sell |
2,157
-57
| -3% | -$6.78K | 0.1% | 74 |
|
|
2024
Q4 | $238K | Buy |
2,214
+4
| +0.2% | +$430 | 0.09% | 78 |
|
|
2024
Q3 | $259K | Buy |
2,210
+367
| +20% | +$43K | 0.1% | 73 |
|
|
2024
Q2 | $212K | Sell |
1,843
-79
| -4% | -$9.1K | 0.09% | 80 |
|
|
2024
Q1 | $223K | Buy |
+1,922
| New | +$223K | 0.09% | 78 |
|