Jackson Wealth Management’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Sell	8,666 -150	-2%	-$21.9K	0.15%	77
2025 Q4	$1.06M	Buy	8,816 +150	+2%	+$17.4K	0.1%	88
2025 Q3	$977K	Hold	8,666	–	–	0.1%	89
2025 Q2	$934K	Hold	8,666	–	–	0.1%	89
2025 Q1	$1.03M	Hold	8,666	–	–	0.13%	89
2024 Q4	$932K	Sell	8,666 -29,952	-78%	-$3.5M	0.11%	94
2024 Q3	$4.53M	Buy	38,618 +13,193	+52%	+$1.52M	0.54%	48
2024 Q2	$2.93M	Sell	25,425 -12,544	-33%	-$1.46M	0.63%	44
2024 Q1	$4.41M	Buy	37,969 +11,849	+45%	+$1.24M	0.55%	46
2023 Q4	$2.61M	Sell	26,120 -5,783	-18%	-$608K	0.34%	61
2023 Q3	$3.75M	Buy	31,903 +920	+3%	+$101K	0.54%	41
2023 Q2	$3.32M	Buy	+30,983	New	+$3.38M	0.49%	46
2023 Q1	–	Sell	-4,779	Closed	-$527K	–	172
2022 Q4	$527K	Sell	4,779 -169	-3%	-$18.1K	0.19%	68
2022 Q3	$432K	Buy	4,948 +479	+11%	+$43.7K	0.09%	87
2022 Q2	$383K	Sell	4,469 -10,314	-70%	-$930K	0.18%	81
2022 Q1	$1.22M	Buy	14,783 +9,760	+194%	+$759K	0.17%	89
2021 Q4	$307K	Buy	+5,023	New	+$314K	0.04%	108
2021 Q3	–	Sell	-5,098	Closed	-$322K	–	128
2021 Q2	$322K	Sell	5,098 -100	-2%	-$5.97K	0.04%	117
2021 Q1	$290K	Buy	+5,198	New	+$273K	0.04%	112
2020 Q3	–	Sell	-42,983	Closed	-$1.92M	–	145
2020 Q2	$1.92M	Buy	42,983 +2,499	+6%	+$112K	0.34%	69
2020 Q1	$1.85M	Buy	40,484 +37,035	+1,074%	+$2.04M	0.39%	55
2019 Q4	$230K	Hold	3,449	–	–	0.04%	143
2019 Q3	$240K	Buy	+3,449	New	+$249K	0.05%	121
2015 Q4	–	Sell	-4,787	Closed	-$356K	–	124
2015 Q3	$356K	Hold	4,787	–	–	0.13%	87
2015 Q2	$396K	Sell	4,787 -1,187	-20%	-$102K	0.13%	89
2015 Q1	$508K	Sell	5,974 -1,281	-18%	-$114K	0.16%	88
2014 Q4	$671K	Buy	+7,255	New	+$677K	0.22%	84