Panoramic Investment Advisors’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 | $508K | Buy |
4,711
+3
| +0.1% | +$323 | 0.31% | 64 |
|
|
2025
Q1 | $560K | Buy |
4,708
+4
| +0.1% | +$476 | 0.38% | 61 |
|
|
2024
Q4 | $506K | Buy |
4,704
+704
| +18% | +$75.7K | 0.33% | 68 |
|
|
2024
Q3 | $469K | Buy |
+4,000
| New | +$469K | 0.32% | 68 |
|
|
2024
Q1 | $418K | Buy |
3,598
+53
| +1% | +$6.16K | 0.31% | 68 |
|
|
2023
Q4 | $354K | Hold |
3,545
| – | – | 0.31% | 67 |
|
|
2023
Q3 | $417K | Buy |
+3,545
| New | +$417K | 0.38% | 61 |
|
|
2022
Q4 | $391K | Buy |
+3,545
| New | +$391K | 0.4% | 58 |
|