Perfromance Wealth Partners’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 | $409K | Buy |
3,797
+1,682
| +80% | +$181K | 0.01% | 125 |
|
|
2025
Q1 | $252K | Sell |
2,115
-78
| -4% | -$9.28K | 0.01% | 148 |
|
|
2024
Q4 | $236K | Buy |
+2,193
| New | +$236K | 0.01% | 159 |
|
|
2024
Q1 | – | Sell |
-134,848
| Closed | -$13.5M | – | 186 |
|
|
2023
Q4 | $13.5M | Sell |
134,848
-14,062
| -9% | -$1.41M | 0.59% | 18 |
|
|
2023
Q3 | $17.5M | Buy |
148,910
+126,857
| +575% | +$14.9M | 0.85% | 14 |
|
|
2023
Q2 | $2.36M | Buy |
22,053
+5,591
| +34% | +$598K | 0.11% | 58 |
|
|
2023
Q1 | $1.81M | Buy |
16,462
+11,176
| +211% | +$1.23M | 0.09% | 64 |
|
|
2022
Q4 | $583K | Buy |
+5,286
| New | +$583K | 0.04% | 93 |
|