United Advisor 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
Q2 | $5.19M | Buy |
48,156
+1,088
| +2% | +$117K | 0.9% | 24 |
|
|
2025
Q1 | $5.6M | Sell |
47,068
-594
| -1% | -$70.6K | 1.15% | 19 |
|
|
2024
Q4 | $5.13M | Sell |
47,662
-3,509
| -7% | -$377K | 1.01% | 22 |
|
|
2024
Q3 | $6M | Buy |
51,171
+6,856
| +15% | +$804K | 1.36% | 13 |
|
|
2024
Q2 | $5.1M | Buy |
44,315
+28,939
| +188% | +$3.33M | 1.59% | 15 |
|
|
2024
Q1 | $1.79M | Buy |
+15,376
| New | +$1.79M | 0.67% | 44 |
|