Cypress Point Wealth Management’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.18M	Sell	30,543 -11,165	-27%	-$1.63M	1.12%	15
2025 Q4	$5.02M	Hold	41,708	–	–	1.1%	14
2025 Q3	$4.7M	Hold	41,708	–	–	0.95%	13
2025 Q2	$4.5M	Sell	41,708 -8,144	-16%	-$871K	1.09%	12
2025 Q1	$5.93M	Sell	49,852 -3,791	-7%	-$419K	1.88%	9
2024 Q4	$5.77M	Sell	53,643 -5,113	-9%	-$598K	1.8%	10
2024 Q3	$6.89M	Sell	58,756 -201	-0.3%	-$23.2K	2.71%	7
2024 Q2	$6.79M	Buy	58,957 +516	+0.9%	+$60.1K	3.21%	7
2024 Q1	$6.79M	Buy	+58,441	New	+$6.11M	3.48%	6
2023 Q4	–	Sell	-1,969	Closed	-$232K	–	60
2023 Q3	$232K	Buy	+1,969	New	+$216K	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	+$10.3K	0.02%	153