Philip James Wealth Mangement’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 | $50.6M | Sell |
469,721
-7,201
| -2% | -$776K | 6.46% | 2 |
|
|
2025
Q1 | $56.7M | Sell |
476,922
-904
| -0.2% | -$108K | 6.9% | 2 |
|
|
2024
Q4 | $51.4M | Sell |
477,826
-19,092
| -4% | -$2.05M | 6.64% | 2 |
|
|
2024
Q3 | $58.2M | Buy |
+496,918
| New | +$58.2M | 7.15% | 2 |
|
|
2024
Q2 | – | Sell |
-1,795
| Closed | -$209K | – | 84 |
|
|
2024
Q1 | $209K | Buy |
+1,795
| New | +$209K | 0.15% | 72 |
|