Golden State Equity Partners’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 | $2.75M | Buy |
25,481
+4,379
| +21% | +$472K | 0.51% | 37 |
|
|
2025
Q1 | $2.51M | Buy |
21,102
+379
| +2% | +$45.1K | 0.5% | 47 |
|
|
2024
Q4 | $2.23M | Buy |
20,723
+12,118
| +141% | +$1.3M | 0.43% | 51 |
|
|
2024
Q3 | $1.01M | Sell |
8,605
-13,069
| -60% | -$1.53M | 0.53% | 34 |
|
|
2024
Q2 | $2.5M | Buy |
+21,674
| New | +$2.5M | 0.52% | 41 |
|
|
2023
Q4 | $1.98M | Buy |
19,776
+952
| +5% | +$95.2K | 0.48% | 48 |
|
|
2023
Q3 | $2.21M | Buy |
18,824
+330
| +2% | +$38.8K | 0.62% | 40 |
|
|
2023
Q2 | $1.98M | Buy |
18,494
+8,304
| +81% | +$891K | 0.56% | 37 |
|
|
2023
Q1 | $1.12M | Buy |
+10,190
| New | +$1.12M | 0.6% | 50 |
|
|
2022
Q1 | $257K | Sell |
3,111
-214
| -6% | -$17.7K | 0.13% | 159 |
|
|
2021
Q4 | $203K | Sell |
3,325
-8,586
| -72% | -$524K | 0.1% | 161 |
|
|
2021
Q3 | $701K | Buy |
11,911
+2,391
| +25% | +$141K | 0.29% | 88 |
|
|
2021
Q2 | $600K | Buy |
+9,520
| New | +$600K | 0.23% | 108 |
|
|
2021
Q1 | – | Sell |
-14,257
| Closed | -$587K | – | 221 |
|
|
2020
Q4 | $587K | Buy |
+14,257
| New | +$587K | 0.4% | 72 |
|