JWM
Jessup Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
2,528
-8
| -0.3% | -$862 | 0.11% | 64 |
|
|
2025
Q1 | $302K | Sell |
2,536
-1,436
| -36% | -$171K | 0.13% | 62 |
|
|
2024
Q4 | $427K | Buy |
+3,972
| New | +$427K | 0.18% | 47 |
|
|
2023
Q2 | – | Sell |
-2,072
| Closed | -$227K | – | 81 |
|
|
2023
Q1 | $227K | Buy |
+2,072
| New | +$227K | 0.13% | 63 |
|