PWA
Peterson Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
22,488
+10
| +0% | +$1.08K | 0.4% | 28 |
|
|
2025
Q1 | $2.31M | Sell |
22,478
-44
| -0.2% | -$4.53K | 0.45% | 27 |
|
|
2024
Q4 | $2.43M | Buy |
22,522
+389
| +2% | +$42K | 0.44% | 26 |
|
|
2024
Q3 | $2.59M | Buy |
22,133
+593
| +3% | +$69.5K | 0.49% | 22 |
|
|
2024
Q2 | $2.48M | Buy |
21,540
+9
| +0% | +$1.04K | 0.52% | 21 |
|
|
2024
Q1 | $2.5M | Sell |
21,531
-473
| -2% | -$55K | 0.53% | 19 |
|
|
2023
Q4 | $2.2M | Buy |
22,004
+8
| +0% | +$800 | 0.52% | 21 |
|
|
2023
Q3 | $2.59M | Buy |
21,996
+5
| +0% | +$588 | 0.69% | 18 |
|
|
2023
Q2 | $2.36M | Buy |
21,991
+105
| +0.5% | +$11.3K | 0.62% | 18 |
|
|
2023
Q1 | $2.4M | Hold |
21,886
| – | – | 0.66% | 19 |
|
|
2022
Q4 | $2.41M | Sell |
21,886
-118
| -0.5% | -$13K | 0.73% | 19 |
|
|
2022
Q3 | $1.92M | Buy |
22,004
+481
| +2% | +$42K | 0.65% | 18 |
|
|
2022
Q2 | $1.84M | Hold |
21,523
| – | – | 0.61% | 20 |
|
|
2022
Q1 | $1.78M | Buy |
21,523
+500
| +2% | +$41.3K | 0.53% | 23 |
|
|
2021
Q4 | $1.29M | Buy |
+21,023
| New | +$1.29M | 0.37% | 24 |
|