Sierra Summit 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 | – | Sell |
-1,714
| Closed | -$204K | – | 221 |
|
|
2025
Q1 | $204K | Sell |
1,714
-4,459
| -72% | -$530K | 0.04% | 176 |
|
|
2024
Q4 | $664K | Buy |
6,173
+1,351
| +28% | +$145K | 0.13% | 86 |
|
|
2024
Q3 | $565K | Buy |
4,822
+190
| +4% | +$22.3K | 0.13% | 92 |
|
|
2024
Q2 | $533K | Buy |
4,632
+479
| +12% | +$55.1K | 0.13% | 95 |
|
|
2024
Q1 | $483K | Sell |
4,153
-40,982
| -91% | -$4.76M | 0.13% | 97 |
|
|
2023
Q4 | $4.51M | Buy |
+45,135
| New | +$4.51M | 1.32% | 32 |
|