JWM
JPL Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Buy |
41,868
+1,999
| +5% | +$215K | 1.22% | 31 |
|
|
2025
Q1 | $4.74M | Buy |
39,869
+2,288
| +6% | +$272K | 1.35% | 22 |
|
|
2024
Q4 | $4.04M | Buy |
+37,581
| New | +$4.04M | 1.16% | 28 |
|
|
2024
Q2 | $2.92M | Buy |
25,404
+23,319
| +1,118% | +$2.68M | 1.43% | 22 |
|
|
2024
Q1 | $242K | Sell |
2,085
-133
| -6% | -$15.5K | 0.13% | 101 |
|
|
2023
Q4 | $222K | Buy |
+2,218
| New | +$222K | 0.16% | 97 |
|