BWP
Balboa Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
10,001
+21
| +0.2% | +$2.26K | 0.22% | 86 |
|
|
2025
Q1 | $1.19M | Buy |
9,980
+584
| +6% | +$69.5K | 0.29% | 69 |
|
|
2024
Q4 | $1.01M | Buy |
9,396
+1,130
| +14% | +$122K | 0.23% | 77 |
|
|
2024
Q3 | $969K | Buy |
8,266
+270
| +3% | +$31.7K | 0.24% | 79 |
|
|
2024
Q2 | $921K | Sell |
7,996
-531
| -6% | -$61.1K | 0.24% | 79 |
|
|
2024
Q1 | $991K | Buy |
8,527
+1,270
| +18% | +$148K | 0.29% | 63 |
|
|
2023
Q4 | $726K | Sell |
7,257
-983
| -12% | -$98.3K | 0.24% | 80 |
|
|
2023
Q3 | $969K | Buy |
8,240
+1,668
| +25% | +$196K | 0.36% | 45 |
|
|
2023
Q2 | $705K | Buy |
6,572
+953
| +17% | +$102K | 0.25% | 71 |
|
|
2023
Q1 | $616K | Sell |
5,619
-196
| -3% | -$21.5K | 0.23% | 87 |
|
|
2022
Q4 | $641K | Sell |
5,815
-3,109
| -35% | -$343K | 0.29% | 84 |
|
|
2022
Q3 | $779K | Buy |
+8,924
| New | +$779K | 0.34% | 60 |
|