WFAG
Worth Financial Advisory Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
11,701
+1,559
| +15% | +$168K | 0.77% | 30 |
|
|
2025
Q1 | $1.21M | Buy |
10,142
+684
| +7% | +$81.4K | 0.77% | 31 |
|
|
2024
Q4 | $1.02M | Sell |
9,458
-19
| -0.2% | -$2.04K | 0.63% | 40 |
|
|
2024
Q3 | $1.11M | Buy |
9,477
+675
| +8% | +$79.1K | 0.65% | 34 |
|
|
2024
Q2 | $1.01M | Buy |
8,802
+805
| +10% | +$92.7K | 0.66% | 36 |
|
|
2024
Q1 | $930K | Buy |
7,997
+717
| +10% | +$83.3K | 0.64% | 40 |
|
|
2023
Q4 | $728K | Buy |
7,280
+349
| +5% | +$34.9K | 0.58% | 42 |
|
|
2023
Q3 | $815K | Buy |
6,931
+1,167
| +20% | +$137K | 0.73% | 34 |
|
|
2023
Q2 | $618K | Buy |
5,764
+738
| +15% | +$79.2K | 0.57% | 45 |
|
|
2023
Q1 | $551K | Buy |
5,026
+425
| +9% | +$46.6K | 0.53% | 59 |
|
|
2022
Q4 | $508K | Buy |
+4,601
| New | +$508K | 0.59% | 47 |
|