Schiavi & Co’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
$238K Hold
2,204
0.08% 38
2025
Q1
$262K Hold
2,204
0.1% 35
2024
Q4
$237K Hold
2,204
0.09% 32
2024
Q3
$258K Sell
2,204
-90
-4% -$10.6K 0.09% 29
2024
Q2
$264K Hold
2,294
0.1% 27
2024
Q1
$267K Hold
2,294
0.11% 25
2023
Q4
$229K Hold
2,294
0.1% 28
2023
Q3
$270K Hold
2,294
0.11% 22
2023
Q2
$246K Buy
2,294
+90
+4% +$9.65K 0.1% 22
2023
Q1
$242K Sell
2,204
-68
-3% -$7.46K 0.1% 19
2022
Q4
$251K Buy
+2,272
New +$251K 0.16% 17