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