PIA
Petredis Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Buy |
62,002
+980
| +2% | +$106K | 0.59% | 37 |
|
|
2025
Q1 | $7.26M | Buy |
61,022
+57,754
| +1,767% | +$6.87M | 0.76% | 28 |
|
|
2024
Q4 | $352K | Hold |
3,268
| – | – | 0.04% | 94 |
|
|
2024
Q3 | $383K | Hold |
3,268
| – | – | 0.04% | 97 |
|
|
2024
Q2 | $376K | Buy |
3,268
+109
| +3% | +$12.5K | 0.04% | 97 |
|
|
2024
Q1 | $367K | Buy |
3,159
+627
| +25% | +$72.9K | 0.04% | 96 |
|
|
2023
Q4 | $253K | Hold |
2,532
| – | – | 0.03% | 96 |
|
|
2023
Q3 | $298K | Buy |
2,532
+36
| +1% | +$4.23K | 0.04% | 94 |
|
|
2023
Q2 | $268K | Hold |
2,496
| – | – | 0.04% | 94 |
|
|
2023
Q1 | $274K | Hold |
2,496
| – | – | 0.04% | 92 |
|
|
2022
Q4 | $275K | Buy |
+2,496
| New | +$275K | 0.05% | 91 |
|