CWS
Confluence Wealth Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
109,562
+2,018
| +2% | +$218K | 0.64% | 25 |
|
|
2025
Q1 | $11.5M | Buy |
107,544
+39,835
| +59% | +$4.28M | 0.73% | 22 |
|
|
2024
Q4 | $7.46M | Buy |
67,709
+327
| +0.5% | +$36K | 0.49% | 28 |
|
|
2024
Q3 | $7.9M | Buy |
67,382
+1,829
| +3% | +$214K | 0.58% | 21 |
|
|
2024
Q2 | $7.55M | Buy |
65,553
+11,929
| +22% | +$1.37M | 0.6% | 23 |
|
|
2024
Q1 | $6.23M | Buy |
53,624
+1,434
| +3% | +$167K | 0.55% | 25 |
|
|
2023
Q4 | $5.22M | Buy |
52,190
+883
| +2% | +$88.3K | 0.57% | 23 |
|
|
2023
Q3 | $6.03M | Buy |
51,307
+344
| +0.7% | +$40.4K | 1.19% | 16 |
|
|
2023
Q2 | $5.47M | Buy |
50,963
+4,218
| +9% | +$452K | 1.16% | 17 |
|
|
2023
Q1 | $5.13M | Buy |
46,745
+3,361
| +8% | +$369K | 1.2% | 17 |
|
|
2022
Q4 | $4.79M | Buy |
43,384
+5,006
| +13% | +$552K | 1.24% | 15 |
|
|
2022
Q3 | $3.35M | Sell |
38,378
-7,263
| -16% | -$634K | 1.42% | 11 |
|
|
2022
Q2 | $4.25M | Buy |
45,641
+3,228
| +8% | +$301K | 1.87% | 1 |
|
|
2022
Q1 | $3.5M | Buy |
42,413
+1,762
| +4% | +$145K | 1.26% | 12 |
|
|
2021
Q4 | $2.49M | Buy |
+40,651
| New | +$2.49M | 0.8% | 20 |
|