JWM
JGP Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
16,883
-390
| -2% | -$42K | 0.22% | 66 |
|
|
2025
Q1 | $2.05M | Buy |
17,273
+332
| +2% | +$39.5K | 0.27% | 60 |
|
|
2024
Q4 | $1.82M | Buy |
16,941
+832
| +5% | +$89.5K | 0.24% | 63 |
|
|
2024
Q3 | $1.89M | Buy |
16,109
+5,919
| +58% | +$694K | 0.24% | 62 |
|
|
2024
Q2 | $1.17M | Buy |
10,190
+516
| +5% | +$59.4K | 0.17% | 73 |
|
|
2024
Q1 | $1.12M | Buy |
9,674
+100
| +1% | +$11.6K | 0.16% | 79 |
|
|
2023
Q4 | $957K | Buy |
9,574
+2,396
| +33% | +$240K | 0.14% | 89 |
|
|
2023
Q3 | $844K | Sell |
7,178
-36
| -0.5% | -$4.23K | 0.14% | 89 |
|
|
2023
Q2 | $774K | Buy |
7,214
+149
| +2% | +$16K | 0.13% | 93 |
|
|
2023
Q1 | $775K | Hold |
7,065
| – | – | 0.14% | 86 |
|
|
2022
Q4 | $779K | Sell |
7,065
-285
| -4% | -$31.4K | 0.14% | 86 |
|
|
2022
Q3 | $743K | Buy |
7,350
+493
| +7% | +$49.8K | 0.16% | 86 |
|
|
2022
Q2 | $571K | Sell |
6,857
-850
| -11% | -$70.8K | 0.12% | 99 |
|
|
2022
Q1 | $669K | Sell |
7,707
-530
| -6% | -$46K | 0.12% | 94 |
|
|
2021
Q4 | $550K | Buy |
8,237
+257
| +3% | +$17.2K | 0.1% | 95 |
|
|
2021
Q3 | $469K | Hold |
7,980
| – | – | 0.1% | 100 |
|
|
2021
Q2 | $503K | Buy |
7,980
+75
| +0.9% | +$4.73K | 0.11% | 101 |
|
|
2021
Q1 | $441K | Sell |
7,905
-8,168
| -51% | -$456K | 0.1% | 104 |
|
|
2020
Q4 | $777K | Buy |
16,073
+6,254
| +64% | +$302K | 0.18% | 77 |
|
|
2020
Q3 | $329K | Sell |
9,819
-3,425
| -26% | -$115K | 0.09% | 101 |
|
|
2020
Q2 | $571K | Buy |
13,244
+239
| +2% | +$10.3K | 0.17% | 79 |
|
|
2020
Q1 | $570K | Sell |
13,005
-42,497
| -77% | -$1.86M | 0.2% | 87 |
|
|
2019
Q4 | $3.93M | Sell |
55,502
-15,293
| -22% | -$1.08M | 1.16% | 40 |
|
|
2019
Q3 | $4.75M | Buy |
70,795
+1,294
| +2% | +$86.9K | 1.65% | 18 |
|
|
2019
Q2 | $5.33M | Buy |
69,501
+1,951
| +3% | +$150K | 1.89% | 10 |
|
|
2019
Q1 | $5.46M | Buy |
67,550
+19,217
| +40% | +$1.55M | 2.07% | 7 |
|
|
2018
Q4 | $3.3M | Sell |
48,333
-13,437
| -22% | -$916K | 1.36% | 25 |
|
|
2018
Q3 | $5.24M | Buy |
61,770
+615
| +1% | +$52.2K | 2.1% | 6 |
|
|
2018
Q2 | $5.06M | Buy |
+61,155
| New | +$5.06M | 2.11% | 6 |
|