SPWG
Syntegra Private Wealth Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
3,680
+289
| +9% | +$31.2K | 0.04% | 121 |
|
|
2025
Q1 | $403K | Buy |
3,391
+1
| +0% | +$119 | 0.05% | 102 |
|
|
2024
Q4 | $365K | Buy |
3,390
+397
| +13% | +$42.7K | 0.04% | 103 |
|
|
2024
Q3 | $351K | Sell |
2,993
-44
| -1% | -$5.16K | 0.04% | 109 |
|
|
2024
Q2 | $350K | Buy |
3,037
+487
| +19% | +$56.1K | 0.04% | 102 |
|
|
2024
Q1 | $296K | Buy |
2,550
+434
| +21% | +$50.5K | 0.04% | 114 |
|
|
2023
Q4 | $212K | Buy |
2,116
+230
| +12% | +$23K | 0.03% | 126 |
|
|
2023
Q3 | $222K | Sell |
1,886
-10
| -0.5% | -$1.18K | 0.03% | 116 |
|
|
2023
Q2 | $203K | Buy |
+1,896
| New | +$203K | 0.03% | 131 |
|