BSW Wealth Partners’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 | $1.05M | Sell |
9,763
-3,471
| -26% | -$374K | 0.14% | 87 |
|
|
2025
Q1 | $1.57M | Sell |
13,234
-494
| -4% | -$58.8K | 0.24% | 60 |
|
|
2024
Q4 | $1.48M | Buy |
13,728
+811
| +6% | +$87.2K | 0.22% | 61 |
|
|
2024
Q3 | $1.51M | Buy |
12,917
+2,150
| +20% | +$252K | 0.23% | 52 |
|
|
2024
Q2 | $1.24M | Sell |
10,767
-65
| -0.6% | -$7.48K | 0.2% | 65 |
|
|
2024
Q1 | $1.26M | Hold |
10,832
| – | – | 0.21% | 66 |
|
|
2023
Q4 | $1.08M | Buy |
10,832
+1,120
| +12% | +$112K | 0.21% | 67 |
|
|
2023
Q3 | $1.14M | Sell |
9,712
-11
| -0.1% | -$1.29K | 0.25% | 52 |
|
|
2023
Q2 | $1.04M | Buy |
9,723
+31
| +0.3% | +$3.33K | 0.22% | 62 |
|
|
2023
Q1 | $1.06M | Hold |
9,692
| – | – | 0.22% | 61 |
|
|
2022
Q4 | $1.07M | Hold |
9,692
| – | – | 0.23% | 64 |
|
|
2022
Q3 | $846K | Buy |
9,692
+128
| +1% | +$11.2K | 0.21% | 63 |
|
|
2022
Q2 | $819K | Buy |
9,564
+752
| +9% | +$64.4K | 0.2% | 71 |
|
|
2022
Q1 | $728K | Sell |
8,812
-182
| -2% | -$15K | 0.18% | 88 |
|
|
2021
Q4 | $550K | Sell |
8,994
-246
| -3% | -$15K | 0.14% | 106 |
|
|
2021
Q3 | $544K | Hold |
9,240
| – | – | 0.15% | 99 |
|
|
2021
Q2 | $583K | Sell |
9,240
-1,199
| -11% | -$75.7K | 0.16% | 87 |
|
|
2021
Q1 | $583K | Buy |
10,439
+827
| +9% | +$46.2K | 0.17% | 80 |
|
|
2020
Q4 | $396K | Sell |
9,612
-180
| -2% | -$7.42K | 0.12% | 100 |
|
|
2020
Q3 | $336K | Sell |
9,792
-693
| -7% | -$23.8K | 0.13% | 94 |
|
|
2020
Q2 | $469K | Sell |
10,485
-1,241
| -11% | -$55.5K | 0.16% | 68 |
|
|
2020
Q1 | $445K | Sell |
11,726
-116
| -1% | -$4.4K | 0.18% | 55 |
|
|
2019
Q4 | $826K | Sell |
11,842
-211
| -2% | -$14.7K | 0.28% | 39 |
|
|
2019
Q3 | $851K | Sell |
12,053
-241
| -2% | -$17K | 0.33% | 33 |
|
|
2019
Q2 | $942K | Sell |
12,294
-269
| -2% | -$20.6K | 0.36% | 35 |
|
|
2019
Q1 | $1.02M | Buy |
12,563
+224
| +2% | +$18.1K | 0.4% | 31 |
|
|
2018
Q4 | $841K | Sell |
12,339
-495
| -4% | -$33.7K | 0.32% | 37 |
|
|
2018
Q3 | $1.09M | Buy |
12,834
+271
| +2% | +$23K | 0.42% | 28 |
|
|
2018
Q2 | $1.04M | Sell |
12,563
-446
| -3% | -$36.9K | 0.45% | 27 |
|
|
2018
Q1 | $971K | Buy |
13,009
+388
| +3% | +$29K | 0.43% | 27 |
|
|
2017
Q4 | $1.06M | Sell |
12,621
-1,166
| -8% | -$97.6K | 0.44% | 27 |
|
|
2017
Q3 | $1.13M | Sell |
13,787
-569
| -4% | -$46.6K | 0.49% | 24 |
|
|
2017
Q2 | $1.16M | Buy |
14,356
+47
| +0.3% | +$3.79K | 0.53% | 22 |
|
|
2017
Q1 | $1.17M | Sell |
14,309
-2,164
| -13% | -$177K | 0.58% | 23 |
|
|
2016
Q4 | $1.49M | Buy |
16,473
+15,040
| +1,050% | +$1.36M | 0.78% | 19 |
|
|
2016
Q3 | $16.4K | Sell |
1,433
-14,553
| -91% | -$167K | 0.57% | 24 |
|
|
2016
Q2 | $1.5M | Sell |
15,986
-212
| -1% | -$19.9K | 0.82% | 15 |
|
|
2016
Q1 | $1.35M | Sell |
16,198
-413
| -2% | -$34.5K | 0.76% | 17 |
|
|
2015
Q4 | $1.3M | Buy |
16,611
+925
| +6% | +$72.1K | 0.65% | 21 |
|
|
2015
Q3 | $1.17M | Buy |
15,686
+4,090
| +35% | +$304K | 0.7% | 20 |
|
|
2015
Q2 | $965K | Buy |
11,596
+306
| +3% | +$25.5K | 0.61% | 19 |
|
|
2015
Q1 | $960K | Sell |
11,290
-6,021
| -35% | -$512K | 0.61% | 18 |
|
|
2014
Q4 | $1.6M | Sell |
17,311
-107
| -0.6% | -$9.89K | 1.29% | 12 |
|
|
2014
Q3 | $1.64M | Buy |
17,418
+6,733
| +63% | +$633K | 1.28% | 12 |
|
|
2014
Q2 | $1.08M | Buy |
10,685
+2
| +0% | +$201 | 0.85% | 13 |
|
|
2014
Q1 | $1.04M | Sell |
10,683
-6,260
| -37% | -$612K | 0.84% | 13 |
|
|
2013
Q4 | $1.72M | Buy |
16,943
+95
| +0.6% | +$9.62K | 1.37% | 12 |
|
|
2013
Q3 | $1.45M | Sell |
16,848
-434
| -3% | -$37.4K | 1.26% | 13 |
|
|
2013
Q2 | $1.56M | Buy |
+17,282
| New | +$1.56M | 1.37% | 12 |
|