Wealth 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
$336K Sell
3,113
-6,403
-67% -$691K 0.33% 62
2025
Q1
$1.13M Buy
9,516
+1,468
+18% +$175K 0.73% 34
2024
Q4
$866K Buy
8,048
+426
+6% +$45.8K 0.56% 44
2024
Q3
$893K Buy
7,622
+1
+0% +$117 0.6% 43
2024
Q2
$877K Buy
7,621
+214
+3% +$24.6K 0.63% 40
2024
Q1
$861K Buy
+7,407
New +$861K 0.65% 41