WFA
Websterrogers Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
1,879
+2
| +0.1% | +$216 | 0.06% | 85 |
|
|
2025
Q1 | $223K | Hold |
1,877
| – | – | 0.08% | 76 |
|
|
2024
Q4 | $202K | Buy |
1,877
+1
| +0.1% | +$108 | 0.07% | 80 |
|
|
2024
Q3 | $220K | Hold |
1,876
| – | – | 0.08% | 66 |
|
|
2024
Q2 | $216K | Sell |
1,876
-11
| -0.6% | -$1.27K | 0.08% | 66 |
|
|
2024
Q1 | $219K | Buy |
+1,887
| New | +$219K | 0.08% | 72 |
|