Principal Securities’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
$10.8M Buy
100,486
+8,803
+10% +$949K 0.2% 95
2025
Q1
$9.86M Buy
91,683
+164
+0.2% +$17.6K 0.22% 90
2024
Q4
$9.84M Buy
91,519
+5,277
+6% +$568K 0.22% 89
2024
Q3
$10.1M Buy
86,242
+9,385
+12% +$1.1M 0.24% 83
2024
Q2
$8.85M Buy
76,857
+10,579
+16% +$1.22M 0.24% 79
2024
Q1
$7.7M Buy
66,278
+5,926
+10% +$689K 0.24% 84
2023
Q4
$6.03M Buy
+60,352
New +$6.03M 0.22% 94