IWA
IBEX Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
+6,458
| New | +$696K | 0.07% | 134 |
|
|
2025
Q1 | – | Sell |
-9,155
| Closed | -$985K | – | 220 |
|
|
2024
Q4 | $985K | Buy |
+9,155
| New | +$985K | 0.12% | 116 |
|
|
2024
Q3 | – | Sell |
-7,162
| Closed | -$824K | – | 281 |
|
|
2024
Q2 | $824K | Sell |
7,162
-23,181
| -76% | -$2.67M | 0.13% | 81 |
|
|
2024
Q1 | $3.35M | Buy |
30,343
+30,338
| +606,760% | +$3.35M | 0.91% | 41 |
|
|
2023
Q4 | $456 | Sell |
5
-29,205
| -100% | -$2.66M | 0.1% | 87 |
|
|
2023
Q3 | $3.43M | Buy |
+29,210
| New | +$3.43M | 0.87% | 40 |
|
|
2023
Q1 | $3.25M | Sell |
29,641
-702
| -2% | -$77K | 0.84% | 46 |
|
|
2022
Q4 | $3.35M | Sell |
30,343
-255
| -0.8% | -$28.1K | 0.76% | 45 |
|
|
2022
Q3 | $2.67M | Sell |
30,598
-6,415
| -17% | -$560K | 0.69% | 53 |
|
|
2022
Q2 | $3.17M | Sell |
37,013
-713
| -2% | -$61.1K | 0.73% | 51 |
|
|
2022
Q1 | $3.12M | Buy |
37,726
+33,316
| +755% | +$2.75M | 0.6% | 59 |
|
|
2021
Q4 | $270K | Buy |
4,410
+356
| +9% | +$21.8K | 0.05% | 155 |
|
|
2021
Q3 | $238K | Buy |
4,054
+103
| +3% | +$6.05K | 0.05% | 161 |
|
|
2021
Q2 | $249K | Buy |
+3,951
| New | +$249K | 0.05% | 155 |
|
|
2019
Q3 | – | Sell |
-9,486
| Closed | -$726K | – | 367 |
|
|
2019
Q2 | $726K | Buy |
+9,486
| New | +$726K | 0.21% | 108 |
|
|
2018
Q1 | – | Sell |
-5,424
| Closed | -$472K | – | 120 |
|
|
2017
Q4 | $472K | Buy |
5,424
+535
| +11% | +$46.6K | 0.21% | 73 |
|
|
2017
Q3 | $401K | Sell |
4,889
-336
| -6% | -$27.6K | 0.15% | 101 |
|
|
2017
Q2 | $418K | Sell |
5,225
-13,150
| -72% | -$1.05M | 0.16% | 101 |
|
|
2017
Q1 | $1.52M | Buy |
18,375
+12,946
| +238% | +$1.07M | 0.93% | 44 |
|
|
2016
Q4 | $466K | Sell |
5,429
-23,865
| -81% | -$2.05M | 0.22% | 89 |
|
|
2016
Q3 | $2.56M | Buy |
+29,294
| New | +$2.56M | 1.4% | 25 |
|