JWM
Jackson Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$3.22M | 0.11% | 94 |
|
|
2024
Q3 | $4.53M | Buy |
38,618
+13,193
| +52% | +$1.55M | 0.54% | 48 |
|
|
2024
Q2 | $2.93M | Sell |
25,425
-12,544
| -33% | -$1.44M | 0.63% | 44 |
|
|
2024
Q1 | $4.41M | Buy |
37,969
+11,849
| +45% | +$1.38M | 0.55% | 46 |
|
|
2023
Q4 | $2.61M | Sell |
26,120
-5,783
| -18% | -$578K | 0.34% | 61 |
|
|
2023
Q3 | $3.75M | Buy |
31,903
+920
| +3% | +$108K | 0.54% | 41 |
|
|
2023
Q2 | $3.32M | Buy |
+30,983
| New | +$3.32M | 0.49% | 46 |
|
|
2023
Q1 | – | Sell |
-4,779
| Closed | -$527K | – | 172 |
|
|
2022
Q4 | $527K | Sell |
4,779
-169
| -3% | -$18.6K | 0.19% | 68 |
|
|
2022
Q3 | $432K | Buy |
4,948
+479
| +11% | +$41.8K | 0.09% | 87 |
|
|
2022
Q2 | $383K | Sell |
4,469
-10,314
| -70% | -$884K | 0.18% | 81 |
|
|
2022
Q1 | $1.22M | Buy |
14,783
+9,760
| +194% | +$806K | 0.17% | 89 |
|
|
2021
Q4 | $307K | Buy |
+5,023
| New | +$307K | 0.04% | 108 |
|
|
2021
Q3 | – | Sell |
-5,098
| Closed | -$322K | – | 128 |
|
|
2021
Q2 | $322K | Sell |
5,098
-100
| -2% | -$6.32K | 0.04% | 117 |
|
|
2021
Q1 | $290K | Buy |
+5,198
| New | +$290K | 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% | +$1.69M | 0.39% | 55 |
|
|
2019
Q4 | $230K | Hold |
3,449
| – | – | 0.04% | 143 |
|
|
2019
Q3 | $240K | Buy |
+3,449
| New | +$240K | 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% | -$98.2K | 0.13% | 89 |
|
|
2015
Q1 | $508K | Sell |
5,974
-1,281
| -18% | -$109K | 0.16% | 88 |
|
|
2014
Q4 | $671K | Buy |
+7,255
| New | +$671K | 0.22% | 84 |
|