Pacific Capital Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-584
| Closed | -$62.8K | – | 395 |
|
|
2024
Q4 | $62.8K | Sell |
584
-144
| -20% | -$15.5K | 0.01% | 132 |
|
|
2024
Q3 | $85.3K | Sell |
728
-196
| -21% | -$23K | 0.01% | 118 |
|
|
2024
Q2 | $106K | Buy |
924
+750
| +431% | +$86.3K | 0.02% | 106 |
|
|
2024
Q1 | $20.2K | Buy |
174
+12
| +7% | +$1.4K | ﹤0.01% | 188 |
|
|
2023
Q4 | $16.2K | Buy |
+162
| New | +$16.2K | ﹤0.01% | 206 |
|
|
2023
Q2 | – | Sell |
-2,109
| Closed | -$231K | – | 87 |
|
|
2023
Q1 | $231K | Hold |
2,109
| – | – | 0.06% | 75 |
|
|
2022
Q4 | $233K | Buy |
+2,109
| New | +$233K | 0.06% | 79 |
|
|
2020
Q4 | – | Sell |
-1,788
| Closed | -$61K | – | 204 |
|
|
2020
Q3 | $61K | Buy |
+1,788
| New | +$61K | 0.04% | 96 |
|