BCGM Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.11M | Buy |
47,817
+2,024
| +4% | +$295K | 2.04% | 9 |
|
|
2025
Q4 | $5.51M | Buy |
45,793
+2,306
| +5% | +$267K | 1.41% | 21 |
|
|
2025
Q3 | $4.9M | Buy |
43,487
+508
| +1% | +$56.5K | 1.28% | 23 |
|
|
2025
Q2 | $4.63M | Buy |
42,979
+496
| +1% | +$53K | 1.31% | 22 |
|
|
2025
Q1 | $5.05M | Buy |
42,483
+1,062
| +3% | +$117K | 1.55% | 14 |
|
|
2024
Q4 | $4.46M | Buy |
41,421
+552
| +1% | +$64.6K | 1.41% | 17 |
|
|
2024
Q3 | $4.79M | Sell |
40,869
-1,780
| -4% | -$206K | 1.55% | 14 |
|
|
2024
Q2 | $4.91M | Sell |
42,649
-1,576
| -4% | -$184K | 1.7% | 13 |
|
|
2024
Q1 | $5.14M | Buy |
44,225
+1,578
| +4% | +$165K | 1.85% | 11 |
|
|
2023
Q4 | $4.26M | Buy |
42,647
+1,046
| +3% | +$110K | 1.74% | 13 |
|
|
2023
Q3 | $4.89M | Buy |
41,601
+2,776
| +7% | +$304K | 2.25% | 10 |
|
|
2023
Q2 | $4.16M | Buy |
38,825
+3,106
| +9% | +$339K | 1.83% | 13 |
|
|
2023
Q1 | $3.92M | Buy |
35,719
+2,679
| +8% | +$296K | 1.98% | 14 |
|
|
2022
Q4 | $3.64M | Buy |
33,040
+284
| +0.9% | +$30.4K | 1.77% | 14 |
|
|
2022
Q3 | $3.59M | Buy |
32,756
+3,662
| +13% | +$334K | 1.79% | 14 |
|
|
2022
Q2 | $2.82M | Buy |
29,094
+1,891
| +7% | +$171K | 1.43% | 15 |
|
|
2022
Q1 | $2.32M | Buy |
27,203
+3,721
| +16% | +$289K | 1.26% | 18 |
|
|
2021
Q4 | $1.44M | Buy |
23,482
+1,761
| +8% | +$110K | 0.77% | 29 |
|
|
2021
Q3 | $1.4M | Buy |
21,721
+2,736
| +14% | +$156K | 0.78% | 28 |
|
|
2021
Q2 | $1.09M | Buy |
18,985
+2,436
| +15% | +$145K | 0.65% | 33 |
|
|
2021
Q1 | $915K | Buy |
16,549
+3,355
| +25% | +$176K | 0.63% | 37 |
|
|
2020
Q4 | $667K | Buy |
+13,194
| New | +$495K | 0.47% | 40 |
|
Other funds holding XOM
VCM
VPM
