CWP
Core Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
24,530
+4,123
| +20% | +$444K | 1.34% | 18 |
|
|
2025
Q1 | $2.43M | Buy |
20,407
+148
| +0.7% | +$17.6K | 1.41% | 18 |
|
|
2024
Q4 | $2.18M | Buy |
20,259
+3,193
| +19% | +$343K | 1.25% | 17 |
|
|
2024
Q3 | $2M | Buy |
17,066
+2,352
| +16% | +$276K | 1.21% | 18 |
|
|
2024
Q2 | $1.69M | Buy |
14,714
+3,236
| +28% | +$373K | 1.16% | 19 |
|
|
2024
Q1 | $1.33M | Buy |
11,478
+1,037
| +10% | +$121K | 1.01% | 20 |
|
|
2023
Q4 | $1.04M | Buy |
10,441
+58
| +0.6% | +$5.8K | 0.86% | 22 |
|
|
2023
Q3 | $1.22M | Buy |
10,383
+546
| +6% | +$64.2K | 1.11% | 18 |
|
|
2023
Q2 | $1.06M | Hold |
9,837
| – | – | 0.97% | 25 |
|
|
2023
Q1 | $1.08M | Sell |
9,837
-86,796
| -90% | -$9.52M | 1.08% | 23 |
|
|
2022
Q4 | $1.13M | Buy |
+96,633
| New | +$1.13M | 1.27% | 21 |
|