BOPW
Brandywine Oak Private Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
23,815
+7
| +0% | +$755 | 0.24% | 54 |
|
|
2025
Q1 | $2.83M | Sell |
23,808
-327
| -1% | -$38.9K | 0.28% | 49 |
|
|
2024
Q4 | $2.6M | Sell |
24,135
-990
| -4% | -$106K | 0.25% | 52 |
|
|
2024
Q3 | $2.95M | Buy |
25,125
+1
| +0% | +$117 | 0.29% | 50 |
|
|
2024
Q2 | $2.89M | Buy |
25,124
+1,052
| +4% | +$121K | 0.3% | 49 |
|
|
2024
Q1 | $2.8M | Buy |
24,072
+935
| +4% | +$109K | 0.29% | 49 |
|
|
2023
Q4 | $2.31M | Buy |
23,137
+97
| +0.4% | +$9.7K | 0.26% | 53 |
|
|
2023
Q3 | $2.71M | Buy |
23,040
+86
| +0.4% | +$10.1K | 0.32% | 45 |
|
|
2023
Q2 | $2.46M | Sell |
22,954
-25
| -0.1% | -$2.68K | 0.28% | 53 |
|
|
2023
Q1 | $2.52M | Buy |
22,979
+469
| +2% | +$51.4K | 0.29% | 51 |
|
|
2022
Q4 | $2.48M | Sell |
22,510
-104
| -0.5% | -$11.5K | 0.31% | 51 |
|
|
2022
Q3 | $1.97M | Buy |
22,614
+33
| +0.1% | +$2.88K | 0.27% | 59 |
|
|
2022
Q2 | $1.93M | Buy |
22,581
+383
| +2% | +$32.8K | 0.25% | 67 |
|
|
2022
Q1 | $1.83M | Sell |
22,198
-1,028
| -4% | -$84.9K | 0.21% | 78 |
|
|
2021
Q4 | $1.42M | Sell |
23,226
-54
| -0.2% | -$3.3K | 0.16% | 104 |
|
|
2021
Q3 | $1.37M | Sell |
23,280
-243
| -1% | -$14.3K | 0.16% | 100 |
|
|
2021
Q2 | $1.48M | Buy |
23,523
+5,076
| +28% | +$320K | 0.17% | 92 |
|
|
2021
Q1 | $1.03M | Sell |
18,447
-521
| -3% | -$29.1K | 0.15% | 92 |
|
|
2020
Q4 | $781K | Sell |
18,968
-10,881
| -36% | -$448K | 0.12% | 106 |
|
|
2020
Q3 | $1.02M | Sell |
29,849
-3,681
| -11% | -$126K | 0.17% | 82 |
|
|
2020
Q2 | $1.5M | Sell |
33,530
-3,086
| -8% | -$138K | 0.27% | 59 |
|
|
2020
Q1 | $1.34M | Buy |
36,616
+7,471
| +26% | +$274K | 0.28% | 59 |
|
|
2019
Q4 | $2.03M | Sell |
29,145
-2,348
| -7% | -$164K | 0.37% | 43 |
|
|
2019
Q3 | $2.22M | Buy |
31,493
+8,478
| +37% | +$598K | 0.42% | 41 |
|
|
2019
Q2 | $1.76M | Sell |
23,015
-159
| -0.7% | -$12.2K | 0.35% | 47 |
|
|
2019
Q1 | $1.87M | Buy |
23,174
+281
| +1% | +$22.7K | 0.39% | 44 |
|
|
2018
Q4 | $1.56M | Buy |
+22,893
| New | +$1.56M | 0.35% | 50 |
|