BWM

Benchmark Wealth Management’s Exxon Mobil XOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$625K	Hold	5,798	–	–	0.28%	40
2025 Q1	$690K	Hold	5,798	–	–	0.33%	34
2024 Q4	$624K	Hold	5,798	–	–	0.31%	31
2024 Q3	$680K	Hold	5,798	–	–	0.34%	31
2024 Q2	$667K	Hold	5,798	–	–	0.36%	29
2024 Q1	$674K	Hold	5,798	–	–	0.37%	28
2023 Q4	$580K	Sell	5,798 -48	-0.8%	-$4.8K	0.34%	28
2023 Q3	$687K	Hold	5,846	–	–	0.44%	25
2023 Q2	$627K	Hold	5,846	–	–	0.38%	27
2023 Q1	$678K	Hold	5,846	–	–	0.43%	27
2022 Q4	$645K	Hold	5,846	–	–	0.46%	23
2022 Q3	$510K	Hold	5,846	–	–	0.4%	26
2022 Q2	$501K	Buy	5,846 +531	+10%	+$45.5K	0.37%	28
2022 Q1	$439K	Hold	5,315	–	–	0.3%	28
2021 Q4	$325K	Hold	5,315	–	–	0.21%	35
2021 Q3	$313K	Hold	5,315	–	–	0.22%	33
2021 Q2	$335K	Hold	5,315	–	–	0.23%	32
2021 Q1	$297K	Hold	5,315	–	–	0.22%	30
2020 Q4	$219K	Buy	+5,315	New	+$219K	0.17%	45
2020 Q3	–	Sell	-5,294	Closed	-$237K	–	49
2020 Q2	$237K	Hold	5,294	–	–	0.2%	38
2020 Q1	$201K	Hold	5,294	–	–	0.2%	41
2019 Q4	$369K	Buy	+5,294	New	+$369K	0.32%	26