CPWM
Cypress Point Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
41,708
-8,144
| -16% | -$878K | 1.09% | 12 |
|
|
2025
Q1 | $5.93M | Sell |
49,852
-3,791
| -7% | -$451K | 1.88% | 9 |
|
|
2024
Q4 | $5.77M | Sell |
53,643
-5,113
| -9% | -$550K | 1.8% | 10 |
|
|
2024
Q3 | $6.89M | Sell |
58,756
-201
| -0.3% | -$23.6K | 2.71% | 7 |
|
|
2024
Q2 | $6.79M | Buy |
58,957
+516
| +0.9% | +$59.4K | 3.21% | 7 |
|
|
2024
Q1 | $6.79M | Buy |
+58,441
| New | +$6.79M | 3.48% | 6 |
|
|
2023
Q4 | – | Sell |
-1,969
| Closed | -$232K | – | 60 |
|
|
2023
Q3 | $232K | Buy |
+1,969
| New | +$232K | 0.2% | 48 |
|
|
2021
Q4 | – | Sell |
-274
| Closed | -$16K | – | 163 |
|
|
2021
Q3 | $16K | Hold |
274
| – | – | 0.01% | 100 |
|
|
2021
Q2 | $17K | Hold |
274
| – | – | 0.01% | 113 |
|
|
2021
Q1 | $15K | Hold |
274
| – | – | 0.02% | 71 |
|
|
2020
Q4 | $11K | Buy |
+274
| New | +$11K | 0.02% | 153 |
|