SAI
Savvy Advisors Inc’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.66M | Buy |
52,497
+16,594
| +46% | +$1.79M | 0.38% | 48 |
|
2025
Q1 | $4.27M | Buy |
35,903
+5,525
| +18% | +$657K | 0.43% | 43 |
|
2024
Q4 | $3.27M | Buy |
30,378
+1,797
| +6% | +$193K | 0.39% | 43 |
|
2024
Q3 | $3.35M | Buy |
28,581
+16,757
| +142% | +$1.96M | 0.68% | 27 |
|
2024
Q2 | $1.36M | Buy |
11,824
+2,912
| +33% | +$335K | 0.44% | 50 |
|
2024
Q1 | $1.04M | Buy |
8,912
+1,898
| +27% | +$221K | 0.6% | 37 |
|
2023
Q4 | $701K | Buy |
+7,014
| New | +$701K | 0.68% | 36 |
|