BIP Wealth’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
19,653
+584
+3% +$63K 0.13% 67
2025
Q1
$2.27M Sell
19,069
-387
-2% -$46K 0.15% 64
2024
Q4
$2.09M Sell
19,456
-4,165
-18% -$448K 0.14% 63
2024
Q3
$2.77M Buy
23,621
+5,145
+28% +$603K 0.19% 56
2024
Q2
$2.13M Sell
18,476
-4,088
-18% -$471K 0.17% 55
2024
Q1
$2.62M Buy
22,564
+1,018
+5% +$118K 0.19% 54
2023
Q4
$2.15M Buy
21,546
+4,215
+24% +$421K 0.17% 53
2023
Q3
$2.04M Sell
17,331
-2,598
-13% -$305K 0.19% 54
2023
Q2
$2.14M Buy
19,929
+3,161
+19% +$339K 0.17% 53
2023
Q1
$1.84M Buy
+16,768
New +$1.84M 0.2% 59