BBWA
Bell & Brown Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Sell |
74,309
-491
| -0.7% | -$52.9K | 2.86% | 10 |
|
|
2025
Q1 | $8.9M | Buy |
74,800
+509
| +0.7% | +$60.5K | 3.47% | 6 |
|
|
2024
Q4 | $7.99M | Buy |
74,291
+799
| +1% | +$86K | 2.97% | 9 |
|
|
2024
Q3 | $8.61M | Buy |
73,492
+174
| +0.2% | +$20.4K | 3.37% | 6 |
|
|
2024
Q2 | $8.44M | Buy |
73,318
+1,544
| +2% | +$178K | 3.23% | 7 |
|
|
2024
Q1 | $8.34M | Sell |
71,774
-989
| -1% | -$115K | 3.57% | 6 |
|
|
2023
Q4 | $7.27M | Buy |
+72,763
| New | +$7.27M | 3.38% | 6 |
|
|
2023
Q2 | $7.79M | Buy |
72,666
+561
| +0.8% | +$60.2K | 3.9% | 4 |
|
|
2023
Q1 | $7.91M | Sell |
72,105
-6,217
| -8% | -$682K | 4.21% | 2 |
|
|
2022
Q4 | $8.64M | Sell |
78,322
-19,747
| -20% | -$2.18M | 4.75% | 1 |
|
|
2022
Q3 | $8.56M | Sell |
98,069
-5,512
| -5% | -$481K | 5.29% | 1 |
|
|
2022
Q2 | $8.87M | Sell |
103,581
-3,929
| -4% | -$336K | 4.74% | 2 |
|
|
2022
Q1 | $8.88M | Sell |
107,510
-6,692
| -6% | -$553K | 4.02% | 3 |
|
|
2021
Q4 | $9.02M | Buy |
114,202
+673
| +0.6% | +$53.2K | 4.35% | 2 |
|
|
2021
Q3 | $6.68M | Buy |
+113,529
| New | +$6.68M | 3.6% | 3 |
|
|
2020
Q3 | $2.05M | Buy |
61,245
+7,320
| +14% | +$245K | 1.48% | 24 |
|
|
2020
Q2 | $2.38M | Buy |
53,925
+19,976
| +59% | +$880K | 1.86% | 22 |
|
|
2020
Q1 | $1.55M | Buy |
33,949
+443
| +1% | +$20.3K | 1.44% | 28 |
|
|
2019
Q4 | $2.31M | Buy |
33,506
+7,355
| +28% | +$508K | 1.72% | 23 |
|
|
2019
Q3 | $1.81M | Buy |
26,151
+1,394
| +6% | +$96.3K | 1.48% | 28 |
|
|
2019
Q2 | $1.9M | Sell |
24,757
-44
| -0.2% | -$3.37K | 1.67% | 26 |
|
|
2019
Q1 | $2M | Buy |
24,801
+733
| +3% | +$59.2K | 1.83% | 20 |
|
|
2018
Q4 | $1.64M | Sell |
24,068
-1,438
| -6% | -$98K | 1.76% | 23 |
|
|
2018
Q3 | $2.03M | Buy |
25,506
+1,564
| +7% | +$125K | 1.89% | 18 |
|
|
2018
Q2 | $1.98M | Buy |
23,942
+2,057
| +9% | +$170K | 1.96% | 12 |
|
|
2018
Q1 | $1.67M | Buy |
21,885
+232
| +1% | +$17.7K | 1.76% | 15 |
|
|
2017
Q4 | $1.81M | Buy |
+21,653
| New | +$1.81M | 1.88% | 13 |
|