ShankerValleau 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 | $403K | Hold |
3,742
| – | – | 0.12% | 24 |
|
|
2025
Q1 | $445K | Hold |
3,742
| – | – | 0.14% | 22 |
|
|
2024
Q4 | $403K | Hold |
3,742
| – | – | 0.13% | 22 |
|
|
2024
Q3 | $439K | Hold |
3,742
| – | – | 0.15% | 18 |
|
|
2024
Q2 | $431K | Buy |
3,742
+800
| +27% | +$92.1K | 0.18% | 17 |
|
|
2024
Q1 | $342K | Hold |
2,942
| – | – | 0.16% | 18 |
|
|
2023
Q4 | $294K | Hold |
2,942
| – | – | 0.15% | 18 |
|
|
2023
Q3 | $346K | Hold |
2,942
| – | – | 0.19% | 16 |
|
|
2023
Q2 | $316K | Hold |
2,942
| – | – | 0.17% | 17 |
|
|
2023
Q1 | $323K | Hold |
2,942
| – | – | 0.19% | 16 |
|
|
2022
Q4 | $325K | Hold |
2,942
| – | – | 0.2% | 15 |
|
|
2022
Q3 | $257K | Hold |
2,942
| – | – | 0.17% | 13 |
|
|
2022
Q2 | $252K | Hold |
2,942
| – | – | 0.16% | 11 |
|
|
2022
Q1 | $243K | Buy |
+2,942
| New | +$243K | 0.15% | 14 |
|