Private Wealth Advisors (California)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $652K | Sell |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $365K | Hold |
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|
2019
Q1 | $365K | Buy |
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|
2018
Q4 | $305K | Buy |
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