Beta Wealth Group, Inc.'s ownership history for XOM

Beta Wealth Group, Inc. currently holds 5.6K shares with a market value of $676.0K. It started holding XOM on 2024-09-30. At its peak, it held 5.9K shares on 2025-06-30. Its highest holding value was $693.4K on 2024-09-30. At its lowest, it held 5.6K shares on 2025-12-31, with a value of $638.7K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 307. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 297.