PFW 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 | $257K | Sell |
2,387
-657
| -22% | -$70.8K | 0.08% | 106 |
|
|
2025
Q1 | $362K | Buy |
3,044
+611
| +25% | +$72.7K | 0.11% | 95 |
|
|
2024
Q4 | $262K | Buy |
+2,433
| New | +$262K | 0.08% | 105 |
|
|
2024
Q2 | $340K | Buy |
2,955
+559
| +23% | +$64.4K | 0.11% | 96 |
|
|
2024
Q1 | $279K | Sell |
2,396
-1,019
| -30% | -$118K | 0.09% | 105 |
|
|
2023
Q4 | $341K | Buy |
+3,415
| New | +$341K | 0.11% | 97 |
|
|
2019
Q3 | $317K | Buy |
+2,704
| New | +$317K | 0.1% | 103 |
|