Pineridge 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 | $362K | Buy |
3,356
+8
| +0.2% | +$862 | 0.13% | 32 |
|
2025
Q1 | $398K | Sell |
3,348
-461
| -12% | -$54.8K | 0.16% | 28 |
|
2024
Q4 | $410K | Buy |
3,809
+463
| +14% | +$49.8K | 0.15% | 33 |
|
2024
Q3 | $392K | Sell |
3,346
-541
| -14% | -$63.4K | 0.15% | 41 |
|
2024
Q2 | $447K | Sell |
3,887
-565
| -13% | -$65K | 0.15% | 39 |
|
2024
Q1 | $518K | Sell |
4,452
-1,382
| -24% | -$161K | 0.18% | 32 |
|
2023
Q4 | $583K | Buy |
+5,834
| New | +$583K | 0.19% | 34 |
|