Wheelhouse Advisory 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 | $465K | Sell |
4,313
-30
| -0.7% | -$3.23K | 0.23% | 30 |
|
|
2025
Q1 | $517K | Buy |
4,343
+600
| +16% | +$71.4K | 0.3% | 28 |
|
|
2024
Q4 | $403K | Buy |
3,743
+112
| +3% | +$12.1K | 0.24% | 34 |
|
|
2024
Q3 | $426K | Buy |
3,631
+20
| +0.6% | +$2.35K | 0.27% | 33 |
|
|
2024
Q2 | $412K | Sell |
3,611
-192
| -5% | -$21.9K | 0.29% | 30 |
|
|
2024
Q1 | $442K | Sell |
3,803
-332
| -8% | -$38.6K | 0.34% | 28 |
|
|
2023
Q4 | $414K | Buy |
+4,135
| New | +$414K | 0.36% | 27 |
|