BWL
Bogart Wealth LLC’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151M | Buy |
1,398,367
+80,845
| +6% | +$8.72M | 6.44% | 1 |
|
|
2025
Q1 | $157M | Sell |
1,317,522
-15,288
| -1% | -$1.82M | 7.39% | 1 |
|
|
2024
Q4 | $143M | Buy |
1,332,810
+62,868
| +5% | +$6.76M | 6.8% | 1 |
|
|
2024
Q3 | $149M | Buy |
1,269,942
+10,397
| +0.8% | +$1.22M | 7.05% | 1 |
|
|
2024
Q2 | $145M | Sell |
1,259,545
-134,630
| -10% | -$15.5M | 7.38% | 1 |
|
|
2024
Q1 | $162M | Sell |
1,394,175
-52,518
| -4% | -$6.1M | 8.34% | 1 |
|
|
2023
Q4 | $145M | Buy |
1,446,693
+74,641
| +5% | +$7.46M | 8.16% | 1 |
|
|
2023
Q3 | $161M | Sell |
1,372,052
-75,119
| -5% | -$8.83M | 9.97% | 1 |
|
|
2023
Q2 | $155M | Sell |
1,447,171
-39,170
| -3% | -$4.2M | 9.84% | 1 |
|
|
2023
Q1 | $163M | Sell |
1,486,341
-53,908
| -3% | -$5.91M | 10.88% | 1 |
|
|
2022
Q4 | $170M | Sell |
1,540,249
-131,384
| -8% | -$14.5M | 11.83% | 1 |
|
|
2022
Q3 | $146M | Buy |
1,671,633
+193,552
| +13% | +$16.9M | 12.18% | 1 |
|
|
2022
Q2 | $127M | Sell |
1,478,081
-79,404
| -5% | -$6.8M | 11.1% | 1 |
|
|
2022
Q1 | $129M | Sell |
1,557,485
-116,682
| -7% | -$9.64M | 11% | 1 |
|
|
2021
Q4 | $102M | Buy |
1,674,167
+74,025
| +5% | +$4.53M | 9.25% | 1 |
|
|
2021
Q3 | $94.1M | Buy |
1,600,142
+198,262
| +14% | +$11.7M | 9.58% | 1 |
|
|
2021
Q2 | $88.4M | Buy |
1,401,880
+84,325
| +6% | +$5.32M | 9.66% | 1 |
|
|
2021
Q1 | $73.6M | Buy |
1,317,555
+476,532
| +57% | +$26.6M | 10.25% | 1 |
|
|
2020
Q4 | $34.7M | Buy |
841,023
+180,582
| +27% | +$7.44M | 6.43% | 2 |
|
|
2020
Q3 | $22.7M | Buy |
660,441
+117,987
| +22% | +$4.05M | 5.03% | 5 |
|
|
2020
Q2 | $24.3M | Buy |
542,454
+42,220
| +8% | +$1.89M | 5.7% | 4 |
|
|
2020
Q1 | $19M | Buy |
500,234
+86,299
| +21% | +$3.28M | 5.18% | 5 |
|
|
2019
Q4 | $28.9M | Buy |
413,935
+37,199
| +10% | +$2.6M | 9.23% | 2 |
|
|
2019
Q3 | $26.6M | Buy |
376,736
+23,445
| +7% | +$1.66M | 13.09% | 2 |
|
|
2019
Q2 | $27.1M | Buy |
353,291
+840
| +0.2% | +$64.4K | 16.36% | 1 |
|
|
2019
Q1 | $28.5M | Buy |
352,451
+34,545
| +11% | +$2.79M | 13.74% | 2 |
|
|
2018
Q4 | $21.7M | Buy |
317,906
+675
| +0.2% | +$46.2K | 10.85% | 3 |
|
|
2018
Q3 | $27M | Buy |
317,231
+24,984
| +9% | +$2.12M | 15.62% | 1 |
|
|
2018
Q2 | $24.2M | Buy |
292,247
+45,028
| +18% | +$3.73M | 14.7% | 1 |
|
|
2018
Q1 | $18.8M | Buy |
247,219
+117,855
| +91% | +$8.96M | 10.87% | 3 |
|
|
2017
Q4 | $10.8M | Buy |
129,364
+38,527
| +42% | +$3.22M | 6.94% | 5 |
|
|
2017
Q3 | $7.45M | Buy |
90,837
+34,823
| +62% | +$2.86M | 5.51% | 6 |
|
|
2017
Q2 | $4.52M | Sell |
56,014
-2,635
| -4% | -$213K | 2.9% | 10 |
|
|
2017
Q1 | $4.81M | Sell |
58,649
-846
| -1% | -$69.4K | 3.2% | 10 |
|
|
2016
Q4 | $5.37M | Buy |
+59,495
| New | +$5.37M | 3.64% | 11 |
|