Golden State Wealth Management’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 | $1M | Sell |
9,306
-353
| -4% | -$38.1K | 0.12% | 138 |
|
|
2025
Q1 | $1.15M | Buy |
9,659
+360
| +4% | +$42.8K | 0.17% | 111 |
|
|
2024
Q4 | $1M | Buy |
+9,299
| New | +$1M | 0.15% | 115 |
|
|
2022
Q1 | $883K | Sell |
10,692
-4,528
| -30% | -$374K | 0.17% | 121 |
|
|
2021
Q4 | $931K | Buy |
15,220
+2,189
| +17% | +$134K | 0.16% | 132 |
|
|
2021
Q3 | $767K | Buy |
13,031
+7
| +0.1% | +$412 | 0.17% | 119 |
|
|
2021
Q2 | $822K | Sell |
13,024
-821
| -6% | -$51.8K | 0.18% | 111 |
|
|
2021
Q1 | $772K | Buy |
13,845
+661
| +5% | +$36.9K | 0.25% | 70 |
|
|
2020
Q4 | $543K | Buy |
13,184
+1,112
| +9% | +$45.8K | 0.16% | 118 |
|
|
2020
Q3 | $414K | Sell |
12,072
-3,993
| -25% | -$137K | 0.14% | 111 |
|
|
2020
Q2 | $718K | Buy |
16,065
+3,478
| +28% | +$155K | 0.23% | 74 |
|
|
2020
Q1 | $478K | Buy |
12,587
+9,000
| +251% | +$342K | 0.21% | 71 |
|
|
2019
Q4 | $250K | Sell |
3,587
-14,674
| -80% | -$1.02M | 0.05% | 50 |
|
|
2019
Q3 | $1.29M | Buy |
18,261
+1,530
| +9% | +$108K | 0.43% | 48 |
|
|
2019
Q2 | $1.28M | Buy |
16,731
+8,204
| +96% | +$629K | 0.41% | 55 |
|
|
2019
Q1 | $689K | Buy |
+8,527
| New | +$689K | 0.23% | 92 |
|