Core Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
4,117
+1,441
| +54% | +$155K | 0.13% | 51 |
|
|
2025
Q1 | $318K | Buy |
2,676
+55
| +2% | +$6.54K | 0.1% | 54 |
|
|
2024
Q4 | $282K | Hold |
2,621
| – | – | 0.09% | 53 |
|
|
2024
Q3 | $307K | Sell |
2,621
-6
| -0.2% | -$703 | 0.1% | 50 |
|
|
2024
Q2 | $302K | Buy |
2,627
+229
| +10% | +$26.4K | 0.1% | 50 |
|
|
2024
Q1 | $279K | Buy |
2,398
+552
| +30% | +$64.2K | 0.09% | 49 |
|
|
2023
Q4 | $185K | Buy |
1,846
+547
| +42% | +$54.7K | 0.07% | 49 |
|
|
2023
Q3 | $153K | Hold |
1,299
| – | – | 0.06% | 50 |
|
|
2023
Q2 | $139K | Hold |
1,299
| – | – | 0.06% | 54 |
|
|
2023
Q1 | $142K | Buy |
1,299
+435
| +50% | +$47.7K | 0.06% | 54 |
|
|
2022
Q4 | $95.3K | Buy |
864
+285
| +49% | +$31.4K | 0.04% | 63 |
|
|
2022
Q3 | $51K | Buy |
579
+3
| +0.5% | +$264 | 0.03% | 66 |
|
|
2022
Q2 | $49K | Hold |
576
| – | – | 0.03% | 70 |
|
|
2022
Q1 | $48K | Sell |
576
-34
| -6% | -$2.83K | 0.03% | 83 |
|
|
2021
Q4 | $37K | Buy |
610
+500
| +455% | +$30.3K | 0.02% | 104 |
|
|
2021
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 155 |
|
|
2021
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 143 |
|
|
2021
Q1 | $6K | Hold |
110
| – | – | 0.01% | 135 |
|
|
2020
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 145 |
|
|
2020
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 128 |
|
|
2020
Q2 | $5K | Sell |
110
-5,749
| -98% | -$261K | ﹤0.01% | 103 |
|
|
2020
Q1 | $222K | Buy |
+5,859
| New | +$222K | 0.17% | 35 |
|