Triad Wealth Partners’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 | $1.78M | Buy |
16,478
+6,670
| +68% | +$719K | 0.36% | 57 |
|
|
2025
Q1 | $1.17M | Buy |
9,808
+1,873
| +24% | +$223K | 0.36% | 48 |
|
|
2024
Q4 | $854K | Buy |
+7,935
| New | +$854K | 0.31% | 57 |
|
|
2024
Q3 | – | Sell |
-6,722
| Closed | -$774K | – | 972 |
|
|
2024
Q2 | $774K | Buy |
6,722
+1,544
| +30% | +$178K | 0.41% | 29 |
|
|
2024
Q1 | $602K | Buy |
+5,178
| New | +$602K | 0.46% | 26 |
|