BWM

BigSur Wealth Management’s Exxon Mobil XOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Buy	17,598 +230	+1%	+$24.8K	0.48%	56
2025 Q1	$2.07M	Hold	17,368	–	–	0.56%	48
2024 Q4	$1.87M	Buy	17,368 +1,000	+6%	+$108K	0.53%	50
2024 Q3	$1.92M	Sell	16,368 -98	-0.6%	-$11.5K	0.53%	55
2024 Q2	$1.9M	Sell	16,466 -333	-2%	-$38.3K	0.58%	48
2024 Q1	$1.95M	Buy	16,799 +10,570	+170%	+$1.23M	0.61%	46
2023 Q4	$623K	Hold	6,229	–	–	0.3%	73
2023 Q3	$732K	Hold	6,229	–	–	0.37%	68
2023 Q2	$668K	Hold	6,229	–	–	0.32%	72
2023 Q1	$683K	Buy	6,229 +125	+2%	+$13.7K	0.32%	73
2022 Q4	$673K	Sell	6,104 -773	-11%	-$85.3K	0.32%	70
2022 Q3	$600K	Sell	6,877 -1,500	-18%	-$131K	0.3%	72
2022 Q2	$717K	Hold	8,377	–	–	0.34%	69
2022 Q1	$692K	Buy	8,377 +1,500	+22%	+$124K	0.27%	78
2021 Q4	$421K	Hold	6,877	–	–	0.16%	93
2021 Q3	$405K	Hold	6,877	–	–	0.18%	87
2021 Q2	$434K	Buy	+6,877	New	+$434K	0.2%	83
2020 Q1	–	Sell	-7,020	Closed	-$490K	–	122
2019 Q4	$490K	Hold	7,020	–	–	0.28%	72
2019 Q3	$496K	Buy	7,020 +2,000	+40%	+$141K	0.33%	62
2019 Q2	$384K	Hold	5,020	–	–	0.27%	74
2019 Q1	$406K	Hold	5,020	–	–	0.27%	69
2018 Q4	$342K	Hold	5,020	–	–	0.24%	71
2018 Q3	$427K	Sell	5,020 -1,500	-23%	-$128K	0.27%	64
2018 Q2	$539K	Hold	6,520	–	–	0.39%	48
2018 Q1	$486K	Buy	6,520 +1,800	+38%	+$134K	0.35%	59
2017 Q4	$395K	Hold	4,720	–	–	0.39%	56
2017 Q3	$387K	Hold	4,720	–	–	0.39%	60
2017 Q2	$378K	Hold	4,720	–	–	0.38%	59
2017 Q1	$389K	Sell	4,720 -250	-5%	-$20.6K	0.42%	54
2016 Q4	$449K	Buy	+4,970	New	+$449K	0.6%	45