Private Client Services’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 | $1.34M | Buy |
12,410
+2,646
| +27% | +$285K | 0.52% | 51 |
|
|
2025
Q1 | $1.16M | Buy |
9,764
+346
| +4% | +$41.1K | 0.57% | 46 |
|
|
2024
Q4 | $1.01M | Buy |
9,418
+189
| +2% | +$20.3K | 0.54% | 50 |
|
|
2024
Q3 | $1.08M | Buy |
9,229
+40
| +0.4% | +$4.69K | 0.58% | 46 |
|
|
2024
Q2 | $1.06M | Sell |
9,189
-731
| -7% | -$84.2K | 0.66% | 42 |
|
|
2024
Q1 | $1.15M | Buy |
9,920
+467
| +5% | +$54.3K | 0.77% | 41 |
|
|
2023
Q4 | $945K | Buy |
+9,453
| New | +$945K | 0.78% | 31 |
|