PIWA
Prevail Innovative Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Buy |
69,043
+25,063
| +57% | +$2.7M | 1.67% | 6 |
|
|
2025
Q1 | $5.23M | Buy |
43,980
+37,577
| +587% | +$4.47M | 1.39% | 19 |
|
|
2024
Q4 | $689K | Buy |
6,403
+1,423
| +29% | +$153K | 0.2% | 107 |
|
|
2024
Q3 | $584K | Buy |
4,980
+299
| +6% | +$35K | 0.18% | 114 |
|
|
2024
Q2 | $539K | Buy |
4,681
+2,192
| +88% | +$252K | 0.19% | 110 |
|
|
2024
Q1 | $289K | Buy |
2,489
+93
| +4% | +$10.8K | 0.11% | 142 |
|
|
2023
Q4 | $240K | Buy |
2,396
+666
| +38% | +$66.6K | 0.11% | 121 |
|
|
2023
Q3 | $203K | Sell |
1,730
-204
| -11% | -$24K | 0.11% | 115 |
|
|
2023
Q2 | $207K | Buy |
+1,934
| New | +$207K | 0.11% | 97 |
|