OBWP
O'Brien Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.9K | Sell |
713
-40
| -5% | -$4.31K | 0.01% | 63 |
|
|
2025
Q1 | $89.6K | Sell |
753
-193
| -20% | -$23K | 0.02% | 58 |
|
|
2024
Q4 | $102K | Hold |
946
| – | – | 0.02% | 54 |
|
|
2024
Q3 | $111K | Sell |
946
-690
| -42% | -$80.9K | 0.02% | 53 |
|
|
2024
Q2 | $188K | Buy |
1,636
+194
| +13% | +$22.3K | 0.04% | 42 |
|
|
2024
Q1 | $168K | Sell |
1,442
-249
| -15% | -$28.9K | 0.04% | 46 |
|
|
2023
Q4 | $169K | Sell |
1,691
-488
| -22% | -$48.8K | 0.04% | 47 |
|
|
2023
Q3 | $256K | Buy |
2,179
+5
| +0.2% | +$588 | 0.07% | 32 |
|
|
2023
Q2 | $233K | Buy |
2,174
+732
| +51% | +$78.5K | 0.07% | 39 |
|
|
2023
Q1 | $158K | Sell |
1,442
-564
| -28% | -$61.8K | 0.05% | 47 |
|
|
2022
Q4 | $221K | Sell |
2,006
-895
| -31% | -$98.7K | 0.09% | 43 |
|
|
2022
Q3 | $253K | Sell |
2,901
-96
| -3% | -$8.37K | 0.11% | 40 |
|
|
2022
Q2 | $257K | Sell |
2,997
-7
| -0.2% | -$600 | 0.11% | 39 |
|
|
2022
Q1 | $254K | Buy |
3,004
+135
| +5% | +$11.4K | 0.1% | 31 |
|
|
2021
Q4 | $230K | Sell |
2,869
-154
| -5% | -$12.3K | 0.08% | 35 |
|
|
2021
Q3 | $186K | Sell |
3,023
-587
| -16% | -$36.1K | 0.07% | 35 |
|
|
2021
Q2 | $221K | Buy |
+3,610
| New | +$221K | 0.07% | 41 |
|
|
2020
Q1 | – | Sell |
-3,890
| Closed | -$276K | – | 46 |
|
|
2019
Q4 | $276K | Sell |
3,890
-592
| -13% | -$42K | 0.2% | 32 |
|
|
2019
Q3 | $316K | Sell |
4,482
-711
| -14% | -$50.1K | 0.25% | 27 |
|
|
2019
Q2 | $395K | Buy |
5,193
+44
| +0.9% | +$3.35K | 0.29% | 24 |
|
|
2019
Q1 | $416K | Buy |
5,149
+198
| +4% | +$16K | 0.29% | 21 |
|
|
2018
Q4 | $355K | Sell |
4,951
-5,003
| -50% | -$359K | 0.24% | 25 |
|
|
2018
Q3 | $846K | Buy |
+9,954
| New | +$846K | 0.55% | 12 |
|
|
2018
Q2 | – | Sell |
-5,470
| Closed | -$408K | – | 182 |
|
|
2018
Q1 | $408K | Buy |
5,470
+391
| +8% | +$29.2K | 0.28% | 20 |
|
|
2017
Q4 | $425K | Sell |
5,079
-124
| -2% | -$10.4K | 0.27% | 20 |
|
|
2017
Q3 | $427K | Hold |
5,203
| – | – | 0.22% | 22 |
|
|
2017
Q2 | $420K | Buy |
5,203
+320
| +7% | +$25.8K | 0.22% | 25 |
|
|
2017
Q1 | $400K | Sell |
4,883
-413
| -8% | -$33.8K | 0.22% | 26 |
|
|
2016
Q4 | $478K | Hold |
5,296
| – | – | 0.29% | 23 |
|
|
2016
Q3 | $462K | Hold |
5,296
| – | – | 0.3% | 23 |
|
|
2016
Q2 | $496K | Hold |
5,296
| – | – | 0.35% | 21 |
|
|
2016
Q1 | $443K | Hold |
5,296
| – | – | 0.34% | 23 |
|
|
2015
Q4 | $413K | Buy |
+5,296
| New | +$413K | 0.4% | 21 |
|