CWP
CFM Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
125,273
-1,900
| -1% | -$205K | 2.15% | 11 |
|
|
2025
Q1 | $15.1M | Buy |
127,173
+515
| +0.4% | +$61.2K | 2.67% | 7 |
|
|
2024
Q4 | $13.6M | Sell |
126,658
-30,959
| -20% | -$3.33M | 2.3% | 9 |
|
|
2024
Q3 | $18.5M | Buy |
157,617
+344
| +0.2% | +$40.3K | 3.23% | 6 |
|
|
2024
Q2 | $18.1M | Buy |
157,273
+150
| +0.1% | +$17.3K | 3.33% | 6 |
|
|
2024
Q1 | $18.3M | Sell |
157,123
-1,042
| -0.7% | -$121K | 3.66% | 5 |
|
|
2023
Q4 | $15.8M | Sell |
158,165
-8,269
| -5% | -$827K | 3.58% | 5 |
|
|
2023
Q3 | $19.6M | Buy |
166,434
+1,571
| +1% | +$185K | 5.13% | 3 |
|
|
2023
Q2 | $17.7M | Sell |
164,863
-255
| -0.2% | -$27.3K | 4.29% | 3 |
|
|
2023
Q1 | $18.1M | Buy |
165,118
+361
| +0.2% | +$39.6K | 4.88% | 2 |
|
|
2022
Q4 | $18.2M | Buy |
164,757
+105
| +0.1% | +$11.6K | 5.44% | 2 |
|
|
2022
Q3 | $14.4M | Buy |
164,652
+1,941
| +1% | +$169K | 4.59% | 2 |
|
|
2022
Q2 | $13.9M | Sell |
162,711
-1,678
| -1% | -$144K | 4.18% | 2 |
|
|
2022
Q1 | $13.6M | Buy |
164,389
+51
| +0% | +$4.21K | 3.25% | 7 |
|
|
2021
Q4 | $10.4M | Sell |
164,338
-2,260
| -1% | -$144K | 2.33% | 9 |
|
|
2021
Q3 | $9.8M | Sell |
166,598
-1,698
| -1% | -$99.9K | 2.46% | 10 |
|
|
2021
Q2 | $10.6M | Buy |
168,296
+436
| +0.3% | +$27.5K | 2.82% | 9 |
|
|
2021
Q1 | $9.37M | Sell |
167,860
-300
| -0.2% | -$16.8K | 2.83% | 7 |
|
|
2020
Q4 | $6.93M | Sell |
168,160
-7,942
| -5% | -$327K | 2.21% | 9 |
|
|
2020
Q3 | $6.05M | Buy |
176,102
+685
| +0.4% | +$23.5K | 2.21% | 11 |
|
|
2020
Q2 | $7.84M | Sell |
175,417
-81
| -0% | -$3.62K | 2.98% | 6 |
|
|
2020
Q1 | $6.66M | Sell |
175,498
-4,278
| -2% | -$162K | 3.1% | 3 |
|
|
2019
Q4 | $12.4M | Buy |
+179,776
| New | +$12.4M | 4.56% | 2 |
|