Delap Wealth Advisory’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,800
| Closed | -$214K | – | 89 |
|
|
2025
Q1 | $214K | Buy |
+1,800
| New | +$214K | 0.12% | 76 |
|
|
2024
Q4 | – | Sell |
-1,892
| Closed | -$222K | – | 79 |
|
|
2024
Q3 | $222K | Sell |
1,892
-718
| -28% | -$84.2K | 0.14% | 58 |
|
|
2024
Q2 | $300K | Sell |
2,610
-7,014
| -73% | -$807K | 0.14% | 76 |
|
|
2024
Q1 | $1.12M | Buy |
9,624
+4,076
| +73% | +$474K | 0.45% | 39 |
|
|
2023
Q4 | $555K | Buy |
+5,548
| New | +$555K | 0.25% | 46 |
|
|
2023
Q1 | – | Sell |
-3,549
| Closed | -$391K | – | 74 |
|
|
2022
Q4 | $391K | Buy |
+3,549
| New | +$391K | 0.41% | 44 |
|