Provenance Wealth Advisors’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 | $226K | Hold |
2,101
| – | – | 0.03% | 112 |
|
|
2025
Q1 | $250K | Sell |
2,101
-81
| -4% | -$9.63K | 0.04% | 118 |
|
|
2024
Q4 | $235K | Sell |
2,182
-140
| -6% | -$15.1K | 0.03% | 133 |
|
|
2024
Q3 | $272K | Buy |
2,322
+1,400
| +152% | +$164K | 0.03% | 134 |
|
|
2024
Q2 | $106K | Sell |
922
-1,237
| -57% | -$142K | 0.01% | 171 |
|
|
2024
Q1 | $251K | Buy |
2,159
+1,302
| +152% | +$151K | 0.04% | 131 |
|
|
2023
Q4 | $85.7K | Buy |
857
+17
| +2% | +$1.7K | 0.01% | 172 |
|
|
2023
Q3 | $98.8K | Buy |
+840
| New | +$98.8K | 0.02% | 145 |
|