Premier Path Wealth Partners’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 | $3.87M | Buy |
35,906
+955
| +3% | +$103K | 0.54% | 39 |
|
|
2025
Q1 | $4.16M | Sell |
34,951
-1,871
| -5% | -$223K | 0.65% | 35 |
|
|
2024
Q4 | $3.96M | Buy |
36,822
+11,704
| +47% | +$1.26M | 0.6% | 37 |
|
|
2024
Q3 | $2.94M | Sell |
25,118
-1,108
| -4% | -$130K | 0.46% | 45 |
|
|
2024
Q2 | $3.02M | Buy |
26,226
+4,629
| +21% | +$533K | 0.51% | 39 |
|
|
2024
Q1 | $2.51M | Sell |
21,597
-292
| -1% | -$34K | 0.47% | 45 |
|
|
2023
Q4 | $2.19M | Buy |
+21,889
| New | +$2.19M | 0.48% | 43 |
|