Optas LLC’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 | $339K | Sell |
3,143
-1,192
| -27% | -$128K | 0.06% | 198 |
|
|
2025
Q1 | $516K | Buy |
4,335
+1,316
| +44% | +$157K | 0.09% | 119 |
|
|
2024
Q4 | $325K | Sell |
3,019
-397
| -12% | -$42.7K | 0.07% | 169 |
|
|
2024
Q3 | $400K | Buy |
3,416
+1,084
| +46% | +$127K | 0.09% | 134 |
|
|
2024
Q2 | $268K | Buy |
+2,332
| New | +$268K | 0.07% | 156 |
|