Portside Wealth Group’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 | $2.2M | Sell |
20,449
-1,047
| -5% | -$113K | 0.33% | 70 |
|
|
2025
Q1 | $2.56M | Buy |
21,496
+907
| +4% | +$108K | 0.42% | 65 |
|
|
2024
Q4 | $2.21M | Buy |
20,589
+7,728
| +60% | +$831K | 0.37% | 66 |
|
|
2024
Q3 | $1.51M | Buy |
12,861
+754
| +6% | +$88.4K | 0.26% | 94 |
|
|
2024
Q2 | $1.39M | Buy |
12,107
+868
| +8% | +$99.9K | 0.27% | 93 |
|
|
2024
Q1 | $1.31M | Sell |
11,239
-154
| -1% | -$17.9K | 0.24% | 99 |
|
|
2023
Q4 | $1.14M | Buy |
11,393
+107
| +0.9% | +$10.7K | 0.21% | 112 |
|
|
2023
Q3 | $1.33M | Buy |
11,286
+271
| +2% | +$31.9K | 0.25% | 98 |
|
|
2023
Q2 | $1.18M | Buy |
+11,015
| New | +$1.18M | 0.22% | 106 |
|