Paragon Private Wealth Management’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 | $947K | Sell |
8,783
-1,197
| -12% | -$129K | 0.38% | 75 |
|
|
2025
Q1 | $1.19M | Sell |
9,980
-33
| -0.3% | -$3.93K | 0.55% | 57 |
|
|
2024
Q4 | $1.08M | Buy |
10,013
+1,262
| +14% | +$136K | 0.5% | 56 |
|
|
2024
Q3 | $1.03M | Buy |
8,751
+968
| +12% | +$113K | 0.51% | 56 |
|
|
2024
Q2 | $896K | Sell |
7,783
-162
| -2% | -$18.6K | 0.51% | 60 |
|
|
2024
Q1 | $924K | Buy |
7,945
+223
| +3% | +$25.9K | 0.55% | 60 |
|
|
2023
Q4 | $772K | Buy |
7,722
+266
| +4% | +$26.6K | 0.54% | 65 |
|
|
2023
Q3 | $877K | Sell |
7,456
-564
| -7% | -$66.3K | 0.72% | 49 |
|
|
2023
Q2 | $860K | Buy |
8,020
+488
| +6% | +$52.3K | 0.68% | 52 |
|
|
2023
Q1 | $826K | Buy |
7,532
+1,034
| +16% | +$113K | 0.7% | 47 |
|
|
2022
Q4 | $717K | Buy |
6,498
+1,025
| +19% | +$113K | 0.65% | 48 |
|
|
2022
Q3 | $579K | Buy |
5,473
+2,703
| +98% | +$286K | 0.56% | 53 |
|
|
2022
Q2 | $237K | Buy |
+2,770
| New | +$237K | 0.25% | 93 |
|