Private Wealth Advisors (California)’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 | $531K | Buy |
4,928
+37
| +0.8% | +$3.99K | 0.2% | 63 |
|
|
2025
Q1 | $582K | Buy |
4,891
+17
| +0.3% | +$2.02K | 0.21% | 59 |
|
|
2024
Q4 | $524K | Buy |
4,874
+4
| +0.1% | +$430 | 0.21% | 57 |
|
|
2024
Q3 | $584K | Sell |
4,870
-48
| -1% | -$5.76K | 0.22% | 56 |
|
|
2024
Q2 | $565K | Buy |
4,918
+14
| +0.3% | +$1.61K | 0.22% | 56 |
|
|
2024
Q1 | $570K | Buy |
4,904
+3
| +0.1% | +$349 | 0.23% | 55 |
|
|
2023
Q4 | $490K | Sell |
4,901
-644
| -12% | -$64.4K | 0.19% | 51 |
|
|
2023
Q3 | $652K | Sell |
5,545
-29
| -0.5% | -$3.41K | 0.28% | 48 |
|
|
2023
Q2 | $598K | Buy |
5,574
+15
| +0.3% | +$1.61K | 0.24% | 50 |
|
|
2023
Q1 | $610K | Buy |
5,559
+42
| +0.8% | +$4.61K | 0.26% | 51 |
|
|
2022
Q4 | $609K | Buy |
5,517
+43
| +0.8% | +$4.74K | 0.2% | 53 |
|
|
2022
Q3 | $478K | Buy |
5,474
+46
| +0.8% | +$4.02K | 0.22% | 52 |
|
|
2022
Q2 | $506K | Sell |
5,428
-69
| -1% | -$6.43K | 0.19% | 54 |
|
|
2022
Q1 | $454K | Buy |
5,497
+52
| +1% | +$4.3K | 0.14% | 59 |
|
|
2021
Q4 | $333K | Buy |
5,445
+69
| +1% | +$4.22K | 0.07% | 64 |
|
|
2021
Q3 | $329K | Buy |
5,376
+78
| +1% | +$4.77K | 0.08% | 76 |
|
|
2021
Q2 | $334K | Buy |
5,298
+66
| +1% | +$4.16K | 0.1% | 70 |
|
|
2021
Q1 | $292K | Buy |
5,232
+353
| +7% | +$19.7K | 0.1% | 70 |
|
|
2020
Q4 | $236K | Buy |
+4,879
| New | +$236K | 0.08% | 67 |
|
|
2020
Q1 | – | Sell |
-4,600
| Closed | -$321K | – | 78 |
|
|
2019
Q4 | $321K | Sell |
4,600
-12
| -0.3% | -$837 | 0.18% | 64 |
|
|
2019
Q3 | $326K | Buy |
4,612
+101
| +2% | +$7.14K | 0.21% | 51 |
|
|
2019
Q2 | $365K | Hold |
4,511
| – | – | 0.25% | 45 |
|
|
2019
Q1 | $365K | Buy |
4,511
+43
| +1% | +$3.48K | 0.25% | 45 |
|
|
2018
Q4 | $305K | Buy |
+4,468
| New | +$305K | 0.25% | 44 |
|