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Bellwether Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
1,001
+32
| +3% | +$3.45K | 0.02% | 163 |
|
|
2025
Q1 | $115K | Hold |
969
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $104K | Buy |
+969
| New | +$104K | 0.02% | 178 |
|
|
2023
Q2 | – | Sell |
-892
| Closed | -$97.8K | – | 483 |
|
|
2023
Q1 | $97.8K | Sell |
892
-63
| -7% | -$6.91K | 0.03% | 156 |
|
|
2022
Q4 | $105K | Sell |
955
-199
| -17% | -$22K | 0.03% | 153 |
|
|
2022
Q3 | $100K | Buy |
1,154
+359
| +45% | +$31.1K | 0.03% | 124 |
|
|
2022
Q2 | $68K | Sell |
795
-426
| -35% | -$36.4K | 0.02% | 145 |
|
|
2022
Q1 | $100K | Hold |
1,221
| – | – | 0.03% | 157 |
|
|
2021
Q4 | $74K | Hold |
1,221
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $71K | Buy |
1,221
+429
| +54% | +$24.9K | 0.02% | 188 |
|
|
2021
Q2 | $49K | Hold |
792
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $44K | Hold |
792
| – | – | 0.02% | 172 |
|
|
2020
Q4 | $32K | Buy |
+792
| New | +$32K | 0.01% | 180 |
|