Private Wealth Management Group’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 | $387K | Sell |
3,587
-302
| -8% | -$32.6K | 0.13% | 60 |
|
|
2025
Q1 | $463K | Buy |
3,889
+170
| +5% | +$20.2K | 0.17% | 48 |
|
|
2024
Q4 | $400K | Sell |
3,719
-324
| -8% | -$34.9K | 0.15% | 53 |
|
|
2024
Q3 | $474K | Buy |
4,043
+9
| +0.2% | +$1.06K | 0.19% | 49 |
|
|
2024
Q2 | $464K | Buy |
4,034
+430
| +12% | +$49.5K | 0.2% | 48 |
|
|
2024
Q1 | $419K | Sell |
3,604
-300
| -8% | -$34.9K | 0.19% | 47 |
|
|
2023
Q4 | $390K | Buy |
+3,904
| New | +$390K | 0.19% | 45 |
|