Pacific Wealth Strategies Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
2,000
-50
| -2% | -$5.58K | 0.15% | 52 |
|
|
2025
Q1 | $244K | Sell |
2,050
-50
| -2% | -$5.95K | 0.18% | 48 |
|
|
2024
Q4 | $226K | Hold |
2,100
| – | – | 0.16% | 48 |
|
|
2024
Q3 | $246K | Hold |
2,100
| – | – | 0.18% | 45 |
|
|
2024
Q2 | $242K | Hold |
2,100
| – | – | 0.2% | 45 |
|
|
2024
Q1 | $244K | Hold |
2,100
| – | – | 0.2% | 43 |
|
|
2023
Q4 | $210K | Buy |
2,100
+100
| +5% | +$10K | 0.2% | 43 |
|
|
2023
Q3 | $235K | Hold |
2,000
| – | – | 0.25% | 44 |
|
|
2023
Q2 | $215K | Hold |
2,000
| – | – | 0.22% | 46 |
|
|
2023
Q1 | $219K | Hold |
2,000
| – | – | 0.25% | 44 |
|
|
2022
Q4 | $221K | Buy |
+2,000
| New | +$221K | 0.3% | 41 |
|
|
2020
Q1 | – | Sell |
-27,264
| Closed | -$1.9M | – | 86 |
|
|
2019
Q4 | $1.9M | Buy |
27,264
+6,343
| +30% | +$443K | 1.05% | 36 |
|
|
2019
Q3 | $1.48M | Buy |
20,921
+2,999
| +17% | +$212K | 0.91% | 40 |
|
|
2019
Q2 | $1.37M | Buy |
17,922
+415
| +2% | +$31.8K | 0.86% | 44 |
|
|
2019
Q1 | $1.42M | Buy |
17,507
+900
| +5% | +$72.7K | 0.91% | 40 |
|
|
2018
Q4 | $1.13M | Buy |
16,607
+162
| +1% | +$11K | 0.81% | 48 |
|
|
2018
Q3 | $1.4M | Buy |
16,445
+2,286
| +16% | +$194K | 0.89% | 41 |
|
|
2018
Q2 | $1.17M | Buy |
14,159
+1,158
| +9% | +$95.8K | 0.81% | 45 |
|
|
2018
Q1 | $970K | Buy |
13,001
+1,828
| +16% | +$136K | 0.69% | 51 |
|
|
2017
Q4 | $935K | Buy |
11,173
+3,442
| +45% | +$288K | 0.66% | 51 |
|
|
2017
Q3 | $634K | Buy |
7,731
+618
| +9% | +$50.7K | 0.5% | 56 |
|
|
2017
Q2 | $574K | Buy |
7,113
+184
| +3% | +$14.8K | 0.49% | 56 |
|
|
2017
Q1 | $568K | Buy |
6,929
+3,090
| +80% | +$253K | 0.49% | 53 |
|
|
2016
Q4 | $347K | Buy |
+3,839
| New | +$347K | 0.34% | 59 |
|