BP
BWM Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
31,950
+1,913
| +6% | +$206K | 1.19% | 23 |
|
|
2025
Q1 | $3.57M | Sell |
30,037
-306
| -1% | -$36.4K | 1.51% | 21 |
|
|
2024
Q4 | $3.26M | Sell |
30,343
-1,658
| -5% | -$178K | 1.42% | 22 |
|
|
2024
Q3 | $3.75M | Buy |
+32,001
| New | +$3.75M | 1.66% | 19 |
|