CWP
Capital Wealth Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
28,313
-712
| -2% | -$76.8K | 0.02% | 77 |
|
|
2025
Q1 | $3.45M | Buy |
29,025
+22,697
| +359% | +$2.7M | 0.03% | 61 |
|
|
2024
Q4 | $681K | Sell |
6,328
-145
| -2% | -$15.6K | 0.01% | 100 |
|
|
2024
Q3 | $759K | Buy |
6,473
+13
| +0.2% | +$1.52K | 0.01% | 100 |
|
|
2024
Q2 | $744K | Hold |
6,460
| – | – | 0.01% | 96 |
|
|
2024
Q1 | $751K | Sell |
6,460
-50
| -0.8% | -$5.81K | 0.01% | 102 |
|
|
2023
Q4 | $651K | Sell |
6,510
-10,241
| -61% | -$1.02M | 0.01% | 104 |
|
|
2023
Q3 | $1.97M | Sell |
16,751
-118
| -0.7% | -$13.9K | 0.02% | 41 |
|
|
2023
Q2 | $1.81M | Buy |
16,869
+10,719
| +174% | +$1.15M | 0.02% | 42 |
|
|
2023
Q1 | $674K | Sell |
6,150
-162
| -3% | -$17.8K | 0.01% | 63 |
|
|
2022
Q4 | $696K | Buy |
6,312
+162
| +3% | +$17.9K | 0.01% | 68 |
|
|
2022
Q3 | $537K | Buy |
+6,150
| New | +$537K | 0.01% | 66 |
|
|
2022
Q2 | – | Sell |
-6,150
| Closed | -$508K | – | 97 |
|
|
2022
Q1 | $508K | Sell |
6,150
-2,400
| -28% | -$198K | 0.01% | 67 |
|
|
2021
Q4 | $523K | Sell |
8,550
-1,819
| -18% | -$111K | 0.01% | 66 |
|
|
2021
Q3 | $610K | Sell |
10,369
-10,796
| -51% | -$635K | 0.02% | 65 |
|
|
2021
Q2 | $1.34M | Buy |
21,165
+175
| +0.8% | +$11K | 0.04% | 44 |
|
|
2021
Q1 | $1.17M | Sell |
20,990
-1,606
| -7% | -$89.7K | 0.04% | 49 |
|
|
2020
Q4 | $1.07M | Sell |
22,596
-834
| -4% | -$39.6K | 0.04% | 49 |
|
|
2020
Q3 | $804K | Sell |
23,430
-19,436
| -45% | -$667K | 0.04% | 53 |
|
|
2020
Q2 | $1.92M | Sell |
42,866
-19,069
| -31% | -$853K | 0.11% | 37 |
|
|
2020
Q1 | $2.35M | Buy |
61,935
+2,934
| +5% | +$111K | 0.15% | 44 |
|
|
2019
Q4 | $4.12M | Sell |
59,001
-812
| -1% | -$56.7K | 0.24% | 36 |
|
|
2019
Q3 | $4.13M | Buy |
59,813
+7,198
| +14% | +$497K | 0.26% | 33 |
|
|
2019
Q2 | $4.03M | Buy |
52,615
+18,260
| +53% | +$1.4M | 0.29% | 36 |
|
|
2019
Q1 | $2.78M | Sell |
34,355
-18,016
| -34% | -$1.46M | 1.82% | 13 |
|
|
2018
Q4 | $3.57M | Buy |
52,371
+743
| +1% | +$50.7K | 2.37% | 10 |
|
|
2018
Q3 | $4.39M | Sell |
51,628
-1,612
| -3% | -$137K | 3% | 6 |
|
|
2018
Q2 | $4.4M | Sell |
53,240
-48,281
| -48% | -$3.99M | 3.07% | 5 |
|
|
2018
Q1 | $7.25M | Buy |
101,521
+61,521
| +154% | +$4.39M | 5.04% | 4 |
|
|
2017
Q4 | $3.35M | Sell |
40,000
-43,139
| -52% | -$3.61M | 4.61% | 3 |
|
|
2017
Q3 | $6.82M | Sell |
83,139
-3,218
| -4% | -$264K | 5.37% | 4 |
|
|
2017
Q2 | $6.97M | Sell |
86,357
-1,782
| -2% | -$144K | 1.12% | 28 |
|
|
2017
Q1 | $7.23M | Sell |
88,139
-3,900
| -4% | -$320K | 6.1% | 4 |
|
|
2016
Q4 | $8.31M | Sell |
92,039
-14,142
| -13% | -$1.28M | 7.34% | 4 |
|
|
2016
Q3 | $9.27M | Sell |
106,181
-4,550
| -4% | -$397K | 7.15% | 4 |
|
|
2016
Q2 | $10.4M | Buy |
110,731
+2,413
| +2% | +$226K | 7.83% | 3 |
|
|
2016
Q1 | $9.06M | Buy |
108,318
+1,525
| +1% | +$127K | 6.51% | 3 |
|
|
2015
Q4 | $8.32M | Sell |
106,793
-77,040
| -42% | -$6M | 7.64% | 2 |
|
|
2015
Q3 | $13.6M | Sell |
183,833
-40,370
| -18% | -$2.99M | 10.85% | 1 |
|
|
2015
Q2 | $21.2M | Sell |
224,203
-25,810
| -10% | -$2.44M | 12.64% | 1 |
|
|
2015
Q1 | $21.3M | Sell |
250,013
-36,335
| -13% | -$3.09M | 11.07% | 1 |
|
|
2014
Q4 | $26.5M | Sell |
286,348
-9,998
| -3% | -$924K | 12.35% | 1 |
|
|
2014
Q3 | $27.9M | Sell |
296,346
-127,024
| -30% | -$11.9M | 11.3% | 1 |
|
|
2014
Q2 | $42.6M | Sell |
423,370
-2,474
| -0.6% | -$249K | 15.76% | 1 |
|
|
2014
Q1 | $41.5M | Buy |
425,844
+331,277
| +350% | +$32.3M | 17.88% | 1 |
|
|
2013
Q4 | $8.52M | Sell |
94,567
-378,743
| -80% | -$34.1M | 10.29% | 4 |
|
|
2013
Q3 | $34.8M | Buy |
473,310
+355,045
| +300% | +$26.1M | 15.66% | 1 |
|
|
2013
Q2 | $10.7M | Buy |
+118,265
| New | +$10.7M | 8.39% | 3 |
|