AWP
Abacus Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
3,319
+913
| +38% | +$98.4K | 0.05% | 75 |
|
|
2025
Q1 | $286K | Sell |
2,406
-944
| -28% | -$112K | 0.04% | 68 |
|
|
2024
Q4 | $360K | Sell |
3,350
-2,181
| -39% | -$235K | 0.05% | 55 |
|
|
2024
Q3 | $648K | Buy |
5,531
+1,538
| +39% | +$180K | 0.1% | 41 |
|
|
2024
Q2 | $460K | Sell |
3,993
-219
| -5% | -$25.2K | 0.08% | 52 |
|
|
2024
Q1 | $490K | Sell |
4,212
-787
| -16% | -$91.5K | 0.08% | 47 |
|
|
2023
Q4 | $500K | Buy |
4,999
+380
| +8% | +$38K | 0.08% | 45 |
|
|
2023
Q3 | $543K | Sell |
4,619
-3,058
| -40% | -$360K | 0.17% | 38 |
|
|
2023
Q2 | $823K | Sell |
7,677
-11
| -0.1% | -$1.18K | 0.25% | 26 |
|
|
2023
Q1 | $835K | Buy |
7,688
+4,330
| +129% | +$471K | 0.28% | 27 |
|
|
2022
Q4 | $370K | Buy |
3,358
+44
| +1% | +$4.85K | 0.13% | 42 |
|
|
2022
Q3 | $289K | Sell |
3,314
-2,283
| -41% | -$199K | 0.15% | 53 |
|
|
2022
Q2 | $479K | Buy |
5,597
+1,666
| +42% | +$143K | 0.25% | 37 |
|
|
2022
Q1 | $325K | Sell |
3,931
-68
| -2% | -$5.62K | 0.14% | 57 |
|
|
2021
Q4 | $245K | Buy |
3,999
+37
| +0.9% | +$2.26K | 0.09% | 98 |
|
|
2021
Q3 | $233K | Buy |
3,962
+1
| +0% | +$59 | 0.09% | 96 |
|
|
2021
Q2 | $250K | Sell |
3,961
-76
| -2% | -$4.79K | 0.1% | 88 |
|
|
2021
Q1 | $225K | Buy |
+4,037
| New | +$225K | 0.16% | 97 |
|