PWA
Phoenix Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
2,769
+1
| +0% | +$108 | 0.13% | 103 |
|
|
2025
Q1 | $329K | Buy |
2,768
+181
| +7% | +$21.5K | 0.14% | 94 |
|
|
2024
Q4 | $278K | Sell |
2,587
-13
| -0.5% | -$1.4K | 0.12% | 101 |
|
|
2024
Q3 | $305K | Sell |
2,600
-3,402
| -57% | -$399K | 0.14% | 96 |
|
|
2024
Q2 | $691K | Buy |
6,002
+2,771
| +86% | +$319K | 0.35% | 62 |
|
|
2024
Q1 | $376K | Hold |
3,231
| – | – | 0.23% | 80 |
|
|
2023
Q4 | $331K | Sell |
3,231
-200
| -6% | -$20.5K | 0.23% | 85 |
|
|
2023
Q3 | $403K | Buy |
+3,431
| New | +$403K | 0.24% | 60 |
|
|
2021
Q4 | – | Sell |
-390
| Closed | -$23K | – | 361 |
|
|
2021
Q3 | $23K | Sell |
390
-84
| -18% | -$4.95K | 0.02% | 257 |
|
|
2021
Q2 | $29K | Hold |
474
| – | – | 0.02% | 227 |
|
|
2021
Q1 | $27K | Hold |
474
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $20K | Buy |
+474
| New | +$20K | 0.02% | 257 |
|