Badgley Phelps Wealth Managers’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
102,560
+3,832
| +4% | +$413K | 0.24% | 101 |
|
|
2025
Q1 | $11.7M | Buy |
98,728
+17,578
| +22% | +$2.09M | 0.28% | 93 |
|
|
2024
Q4 | $8.73M | Sell |
81,150
-6,328
| -7% | -$681K | 0.2% | 107 |
|
|
2024
Q3 | $10.3M | Buy |
87,478
+71,100
| +434% | +$8.33M | 0.24% | 104 |
|
|
2024
Q2 | $1.89M | Buy |
16,378
+922
| +6% | +$106K | 0.05% | 142 |
|
|
2024
Q1 | $1.8M | Sell |
15,456
-127
| -0.8% | -$14.8K | 0.04% | 142 |
|
|
2023
Q4 | $1.56M | Sell |
15,583
-433
| -3% | -$43.3K | 0.04% | 142 |
|
|
2023
Q3 | $1.88M | Buy |
16,016
+1,034
| +7% | +$122K | 0.06% | 127 |
|
|
2023
Q2 | $1.61M | Buy |
14,982
+306
| +2% | +$32.8K | 0.05% | 136 |
|
|
2023
Q1 | $1.61M | Sell |
14,676
-71
| -0.5% | -$7.79K | 0.06% | 123 |
|
|
2022
Q4 | $1.63M | Buy |
14,747
+850
| +6% | +$93.8K | 0.07% | 123 |
|
|
2022
Q3 | $1.21M | Buy |
13,897
+754
| +6% | +$65.8K | 0.05% | 120 |
|
|
2022
Q2 | $1.13M | Sell |
13,143
-707
| -5% | -$60.6K | 0.05% | 123 |
|
|
2022
Q1 | $1.14M | Buy |
13,850
+1,612
| +13% | +$133K | 0.04% | 127 |
|
|
2021
Q4 | $749K | Sell |
12,238
-320
| -3% | -$19.6K | 0.02% | 143 |
|
|
2021
Q3 | $739K | Buy |
+12,558
| New | +$739K | 0.03% | 139 |
|