Northwest Quadrant Wealth Management’s Exxon Mobil XOM Stock Holding History

Northwest Quadrant Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Sell	4,790 -221	-4%	-$23.8K	0.12%	31
2025 Q1	$596K	Sell	5,011 -390	-7%	-$46.4K	0.14%	27
2024 Q4	$581K	Buy	5,401 +390	+8%	+$42K	0.13%	29
2024 Q3	$587K	Buy	5,011 +12	+0.2%	+$1.41K	0.14%	28
2024 Q2	$576K	Buy	4,999 +592	+13%	+$68.2K	0.14%	29
2024 Q1	$512K	Buy	4,407 +11	+0.3%	+$1.28K	0.13%	32
2023 Q4	$440K	Buy	4,396 +242	+6%	+$24.2K	0.11%	33
2023 Q3	$488K	Buy	4,154 +11	+0.3%	+$1.29K	0.14%	30
2023 Q2	$444K	Buy	4,143 +12	+0.3%	+$1.29K	0.12%	33
2023 Q1	$453K	Buy	4,131 +7	+0.2%	+$768	0.13%	31
2022 Q4	$455K	Buy	4,124 +11	+0.3%	+$1.21K	0.14%	30
2022 Q3	$359K	Buy	4,113 +13	+0.3%	+$1.14K	0.12%	33
2022 Q2	$348K	Buy	4,100 +250	+6%	+$21.2K	0.11%	37
2022 Q1	$320K	Sell	3,850 -314	-8%	-$26.1K	0.09%	43
2021 Q4	$255K	Sell	4,164 -485	-10%	-$29.7K	0.07%	55
2021 Q3	$278K	Buy	4,649 +17	+0.4%	+$1.02K	0.08%	49
2021 Q2	$290K	Buy	4,632 +14	+0.3%	+$877	0.08%	48
2021 Q1	$258K	Buy	+4,618	New	+$258K	0.08%	51
2020 Q3	–	Sell	-6,245	Closed	-$277K	–	60
2020 Q2	$277K	Buy	6,245 +357	+6%	+$15.8K	0.12%	39
2020 Q1	$260K	Buy	5,888 +1,908	+48%	+$84.3K	0.12%	41
2019 Q4	$277K	Sell	3,980 -122	-3%	-$8.49K	0.11%	49
2019 Q3	$282K	Sell	4,102 -66	-2%	-$4.54K	0.12%	49
2019 Q2	$316K	Sell	4,168 -232	-5%	-$17.6K	0.14%	41
2019 Q1	$360K	Buy	4,400 +43	+1%	+$3.52K	0.17%	37
2018 Q4	$310K	Buy	4,357 +26	+0.6%	+$1.85K	0.16%	41
2018 Q3	$354K	Sell	4,331 -208	-5%	-$17K	0.22%	34
2018 Q2	$375K	Buy	4,539 +256	+6%	+$21.2K	0.25%	30
2018 Q1	$320K	Sell	4,283 -139	-3%	-$10.4K	0.21%	42
2017 Q4	$353K	Sell	4,422 -570	-11%	-$45.5K	0.24%	40
2017 Q3	$414K	Buy	4,992 +1,817	+57%	+$151K	0.31%	33
2017 Q2	$254K	Sell	3,175 -223	-7%	-$17.8K	0.22%	49
2017 Q1	$282K	Sell	3,398 -71	-2%	-$5.89K	0.27%	47
2016 Q4	$289K	Buy	+3,469	New	+$289K	0.31%	41