Strategic Wealth Investment Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,125
| Closed | -$659K | – | 132 |
|
|
2024
Q4 | $659K | Sell |
6,125
-400
| -6% | -$43K | 0.07% | 85 |
|
|
2024
Q3 | $783K | Sell |
6,525
-1,648
| -20% | -$198K | 0.08% | 83 |
|
|
2024
Q2 | $940K | Buy |
+8,173
| New | +$940K | 0.12% | 72 |
|
|
2023
Q4 | $466K | Buy |
4,657
+2,156
| +86% | +$216K | 0.07% | 85 |
|
|
2023
Q3 | $294K | Buy |
+2,501
| New | +$294K | 0.05% | 85 |
|