Circle Wealth Management, LLC's ownership history for XOM

Circle Wealth Management, LLC currently holds 2.0K shares with a market value of $347.5K. It started holding XOM on 2025-09-30. At its peak, it held 2.3K shares on 2025-12-31. Its highest holding value was $347.5K on 2026-03-31. At its lowest, it held 1.8K shares on 2025-09-30, with a value of $200.2K on 2025-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 272.