BHPW
Beverly Hills Private Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
27,559
-234
| -0.8% | -$25.2K | 0.56% | 49 |
|
|
2025
Q1 | $3.31M | Sell |
27,793
-1,004
| -3% | -$119K | 0.65% | 38 |
|
|
2024
Q4 | $3.1M | Sell |
28,797
-159
| -0.5% | -$17.1K | 0.63% | 39 |
|
|
2024
Q3 | $3.39M | Sell |
28,956
-6,027
| -17% | -$706K | 0.69% | 33 |
|
|
2024
Q2 | $4.03M | Buy |
34,983
+1,784
| +5% | +$205K | 0.88% | 27 |
|
|
2024
Q1 | $3.86M | Buy |
33,199
+5,427
| +20% | +$631K | 0.89% | 24 |
|
|
2023
Q4 | $2.78M | Sell |
27,772
-4,597
| -14% | -$460K | 0.73% | 28 |
|
|
2023
Q3 | $3.81M | Sell |
32,369
-12,668
| -28% | -$1.49M | 1.13% | 20 |
|
|
2023
Q2 | $4.84M | Buy |
45,037
+27,318
| +154% | +$2.93M | 0.8% | 34 |
|
|
2023
Q1 | $1.94M | Buy |
17,719
+6,158
| +53% | +$675K | 0.6% | 49 |
|
|
2022
Q4 | $1.28M | Buy |
+11,561
| New | +$1.28M | 0.56% | 58 |
|