Sendero Wealth Management’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 | $8.17M | Sell |
75,826
-2,363
| -3% | -$255K | 1.02% | 18 |
|
|
2025
Q1 | $9.3M | Buy |
78,189
+14,572
| +23% | +$1.73M | 1.29% | 15 |
|
|
2024
Q4 | $6.84M | Buy |
63,617
+49
| +0.1% | +$5.27K | 1.02% | 25 |
|
|
2024
Q3 | $7.45M | Sell |
63,568
-175
| -0.3% | -$20.5K | 1.17% | 23 |
|
|
2024
Q2 | $7.34M | Buy |
63,743
+595
| +0.9% | +$68.5K | 1.23% | 16 |
|
|
2024
Q1 | $7.34M | Buy |
63,148
+248
| +0.4% | +$28.8K | 1.26% | 18 |
|
|
2023
Q4 | $6.29M | Sell |
62,900
-5
| -0% | -$500 | 1.19% | 15 |
|
|
2023
Q3 | $7.4M | Hold |
62,905
| – | – | 1.59% | 9 |
|
|
2023
Q2 | $6.75M | Buy |
+62,905
| New | +$6.75M | 1.47% | 8 |
|