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AFFINITY WEALTH LLC → XOM

AFFINITY WEALTH LLC XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
7
Latest value
$248K
Q2 2026
Peak value
$308K
First seen
Q4 2024

Dollar value over time

Show data table
PeriodPosition value
Q4 2024$215K
Q1 2025$242K
Q2 2025$220K
Q3 2025$230K
Q4 2025$219K
Q1 2026$308K
Q2 2026$248K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q2 2026$248K1.8K——
Q1 2026$308K1.8K——
Q4 2025$219K1.8K——
Q3 2025$230K2.0K——
Q2 2025$220K2.0K——
Q1 2025$242K2.0K——
Q4 2024$215K2.0K——

Other funds holding XOM

Other AFFINITY WEALTH LLC positions

SCHW-PJ

Schwab U.S. Large-Cap Growth ETF

$56.2M
SCHW-PJ

Schwab U.S. Large-Cap Growth ETF

$45.3M
SCHW-PJ

Schwab U.S. Large-Cap Growth ETF

$42.6M
SCHW-PJ

Schwab U.S. Large-Cap Growth ETF

$38.5M
SCHW-PJ

Schwab U.S. Large-Cap Growth ETF

$36.7M
SCHW-PJ

Schwab U.S. Large-Cap Growth ETF

$31M
SCHW-PJ

Schwab U.S. Large-Cap Growth ETF

$29.4M
ETHA

Invesco Nasdaq 100 ETF

$27.7M