JPWM
Jamison Private Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Sell |
52,319
-381
| -0.7% | -$41.1K | 0.81% | 43 |
|
|
2025
Q1 | $6.27M | Buy |
52,700
+1,056
| +2% | +$126K | 0.96% | 35 |
|
|
2024
Q4 | $5.56M | Buy |
51,644
+1,420
| +3% | +$153K | 0.82% | 41 |
|
|
2024
Q3 | $5.89M | Buy |
50,224
+2,055
| +4% | +$241K | 0.9% | 36 |
|
|
2024
Q2 | $5.55M | Buy |
48,169
+2,782
| +6% | +$320K | 0.92% | 36 |
|
|
2024
Q1 | $5.28M | Buy |
45,387
+698
| +2% | +$81.1K | 0.89% | 37 |
|
|
2023
Q4 | $4.47M | Buy |
44,689
+330
| +0.7% | +$33K | 0.84% | 41 |
|
|
2023
Q3 | $5.22M | Buy |
+44,359
| New | +$5.22M | 1.08% | 32 |
|