Jeppson 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 | $6.15M | Buy |
57,044
+1,496
| +3% | +$161K | 2.13% | 8 |
|
|
2025
Q1 | $6.61M | Buy |
55,548
+621
| +1% | +$73.9K | 2.42% | 6 |
|
|
2024
Q4 | $5.91M | Buy |
54,927
+655
| +1% | +$70.5K | 2.14% | 7 |
|
|
2024
Q3 | $6.36M | Sell |
54,272
-443
| -0.8% | -$51.9K | 2.28% | 6 |
|
|
2024
Q2 | $6.3M | Sell |
54,715
-607
| -1% | -$69.9K | 2.4% | 6 |
|
|
2024
Q1 | $6.43M | Sell |
55,322
-1,535
| -3% | -$178K | 2.5% | 6 |
|
|
2023
Q4 | $5.68M | Sell |
56,857
-885
| -2% | -$88.5K | 2.35% | 5 |
|
|
2023
Q3 | $6.79M | Sell |
57,742
-1,975
| -3% | -$232K | 3.11% | 4 |
|
|
2023
Q2 | $6.4M | Sell |
59,717
-7,402
| -11% | -$794K | 2.79% | 4 |
|
|
2023
Q1 | $7.36M | Sell |
67,119
-8,754
| -12% | -$960K | 3.2% | 4 |
|
|
2022
Q4 | $8.37M | Sell |
75,873
-16,779
| -18% | -$1.85M | 3.52% | 5 |
|
|
2022
Q3 | $8.09M | Sell |
92,652
-10,057
| -10% | -$878K | 3.67% | 5 |
|
|
2022
Q2 | $8.8M | Buy |
102,709
+79,113
| +335% | +$6.78M | 3.78% | 5 |
|
|
2022
Q1 | $1.95M | Sell |
23,596
-1,501
| -6% | -$124K | 0.91% | 24 |
|
|
2021
Q4 | $1.54M | Sell |
25,097
-216
| -0.9% | -$13.2K | 0.74% | 26 |
|
|
2021
Q3 | $1.49M | Sell |
25,313
-530
| -2% | -$31.2K | 0.78% | 26 |
|
|
2021
Q2 | $1.63M | Sell |
25,843
-125
| -0.5% | -$7.88K | 0.89% | 23 |
|
|
2021
Q1 | $1.45M | Sell |
25,968
-58
| -0.2% | -$3.24K | 0.86% | 23 |
|
|
2020
Q4 | $1.07M | Buy |
26,026
+1,980
| +8% | +$81.6K | 0.71% | 33 |
|
|
2020
Q3 | $825K | Buy |
+24,046
| New | +$825K | 0.65% | 40 |
|