CWS
Cypress Wealth Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
16,022
-13
| -0.1% | -$1.4K | 0.31% | 65 |
|
|
2025
Q1 | $1.91M | Buy |
16,035
+290
| +2% | +$34.5K | 0.39% | 55 |
|
|
2024
Q4 | $1.69M | Sell |
15,745
-13
| -0.1% | -$1.4K | 0.34% | 58 |
|
|
2024
Q3 | $1.85M | Buy |
15,758
+2,154
| +16% | +$252K | 0.38% | 54 |
|
|
2024
Q2 | $1.57M | Buy |
13,604
+530
| +4% | +$61K | 0.35% | 61 |
|
|
2024
Q1 | $1.52M | Buy |
13,074
+334
| +3% | +$38.8K | 0.35% | 62 |
|
|
2023
Q4 | $1.27M | Sell |
12,740
-1,299
| -9% | -$130K | 0.32% | 64 |
|
|
2023
Q3 | $1.65M | Buy |
14,039
+1,025
| +8% | +$121K | 0.46% | 48 |
|
|
2023
Q2 | $1.32M | Sell |
13,014
-1,229
| -9% | -$125K | 0.35% | 61 |
|
|
2023
Q1 | $1.56M | Buy |
14,243
+1,623
| +13% | +$178K | 0.46% | 49 |
|
|
2022
Q4 | $1.39M | Buy |
12,620
+383
| +3% | +$42.2K | 0.45% | 56 |
|
|
2022
Q3 | $1.24M | Buy |
12,237
+1,784
| +17% | +$180K | 0.42% | 58 |
|
|
2022
Q2 | $895K | Buy |
10,453
+1,212
| +13% | +$104K | 0.29% | 74 |
|
|
2022
Q1 | $763K | Buy |
9,241
+602
| +7% | +$49.7K | 0.21% | 84 |
|
|
2021
Q4 | $529K | Sell |
8,639
-1,984
| -19% | -$121K | 0.14% | 108 |
|
|
2021
Q3 | $625K | Sell |
10,623
-2,305
| -18% | -$136K | 0.19% | 88 |
|
|
2021
Q2 | $815K | Sell |
12,928
-2,603
| -17% | -$164K | 0.22% | 84 |
|
|
2021
Q1 | $867K | Sell |
15,531
-553
| -3% | -$30.9K | 0.18% | 98 |
|
|
2020
Q4 | $663K | Buy |
+16,084
| New | +$663K | 0.15% | 108 |
|
|
2020
Q3 | – | Sell |
-15,747
| Closed | -$704K | – | 264 |
|
|
2020
Q2 | $704K | Sell |
15,747
-917
| -6% | -$41K | 0.17% | 112 |
|
|
2020
Q1 | $633K | Sell |
16,664
-46,619
| -74% | -$1.77M | 0.19% | 112 |
|
|
2019
Q4 | $4.42M | Sell |
63,283
-5,799
| -8% | -$405K | 1.11% | 23 |
|
|
2019
Q3 | $4.88M | Buy |
69,082
+1,511
| +2% | +$107K | 1.34% | 19 |
|
|
2019
Q2 | $5.18M | Buy |
67,571
+2,748
| +4% | +$211K | 1.49% | 13 |
|
|
2019
Q1 | $5.24M | Sell |
64,823
-191
| -0.3% | -$15.4K | 1.66% | 12 |
|
|
2018
Q4 | $4.43M | Sell |
65,014
-2,397
| -4% | -$163K | 1.76% | 16 |
|
|
2018
Q3 | $5.73M | Buy |
67,411
+6,292
| +10% | +$535K | 2.05% | 7 |
|
|
2018
Q2 | $5.06M | Buy |
61,119
+6,160
| +11% | +$510K | 1.92% | 10 |
|
|
2018
Q1 | $4.1M | Sell |
54,959
-3,459
| -6% | -$258K | 1.75% | 16 |
|
|
2017
Q4 | $4.89M | Buy |
+58,418
| New | +$4.89M | 2.03% | 8 |
|