Portside Wealth Group, LLC's ownership history for XOM

Portside Wealth Group, LLC currently holds 20.6K shares with a market value of $2.5M. It started holding XOM on 2024-09-30. At its peak, it held 22.6K shares on 2025-09-30. Its highest holding value was $2.6M on 2025-09-30. At its lowest, it held 12.7K shares on 2024-12-31, with a value of $1.5M on 2024-12-31. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 146. In the recent year, Portside Wealth Group, LLC has increased its shares by 7.9K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $11.9K on 2024-09-30. At its peak, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $11.9K on 2025-03-31. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $1.9K on 2024-12-31. In the recent 180 days, Portside Wealth Group, LLC has increased its holdings by 0 contracts.

It has also owned 56 contracts of puts, with the market value of the underlying securities totaling $631.4K on 2025-03-31. At its peak, it held 63 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $749.3K on 2025-03-31. At its lowest, it held 56 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $15.3K on 2025-06-30. In the recent 180 days, Portside Wealth Group, LLC has decreased its holdings by 7 contracts.