Paulson Wealth Management’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 | $813K | Buy |
7,538
+134
| +2% | +$14.4K | 0.21% | 57 |
|
2025
Q1 | $881K | Sell |
7,404
-170
| -2% | -$20.2K | 0.25% | 45 |
|
2024
Q4 | $815K | Sell |
7,574
-451
| -6% | -$48.5K | 0.22% | 51 |
|
2024
Q3 | $941K | Sell |
8,025
-24
| -0.3% | -$2.81K | 0.25% | 46 |
|
2024
Q2 | $927K | Sell |
8,049
-53
| -0.7% | -$6.1K | 0.27% | 44 |
|
2024
Q1 | $942K | Sell |
8,102
-944
| -10% | -$110K | 0.28% | 44 |
|
2023
Q4 | $904K | Sell |
9,046
-1,512
| -14% | -$151K | 0.29% | 47 |
|
2023
Q3 | $1.24M | Buy |
10,558
+1,318
| +14% | +$155K | 0.43% | 36 |
|
2023
Q2 | $991K | Buy |
9,240
+1,120
| +14% | +$120K | 0.34% | 43 |
|
2023
Q1 | $890K | Buy |
8,120
+209
| +3% | +$22.9K | 0.4% | 28 |
|
2022
Q4 | $873K | Sell |
7,911
-147
| -2% | -$16.2K | 0.43% | 28 |
|
2022
Q3 | $704K | Buy |
8,058
+3,373
| +72% | +$295K | 0.38% | 26 |
|
2022
Q2 | $401K | Buy |
4,685
+532
| +13% | +$45.5K | 0.21% | 48 |
|
2022
Q1 | $343K | Buy |
4,153
+186
| +5% | +$15.4K | 0.16% | 56 |
|
2021
Q4 | $243K | Sell |
3,967
-117
| -3% | -$7.17K | 0.11% | 76 |
|
2021
Q3 | $240K | Buy |
4,084
+500
| +14% | +$29.4K | 0.11% | 80 |
|
2021
Q2 | $226K | Buy |
+3,584
| New | +$226K | 0.11% | 81 |
|
2020
Q2 | – | Sell |
-5,334
| Closed | -$216K | – | 90 |
|
2020
Q1 | $216K | Sell |
5,334
-608
| -10% | -$24.6K | 0.17% | 77 |
|
2019
Q4 | $407K | Sell |
5,942
-1,195
| -17% | -$81.9K | 0.29% | 67 |
|
2019
Q3 | $504K | Buy |
7,137
+641
| +10% | +$45.3K | 0.38% | 49 |
|
2019
Q2 | $490K | Buy |
6,496
+321
| +5% | +$24.2K | 0.37% | 47 |
|
2019
Q1 | $499K | Buy |
6,175
+244
| +4% | +$19.7K | 0.38% | 57 |
|
2018
Q4 | $426K | Buy |
5,931
+1,054
| +22% | +$75.7K | 0.35% | 68 |
|
2018
Q3 | $389K | Buy |
4,877
+1,247
| +34% | +$99.5K | 0.35% | 79 |
|
2018
Q2 | $300K | Sell |
3,630
-144
| -4% | -$11.9K | 0.3% | 75 |
|
2018
Q1 | $282K | Buy |
3,774
+300
| +9% | +$22.4K | 0.28% | 84 |
|
2017
Q4 | $291K | Buy |
+3,474
| New | +$291K | 0.26% | 77 |
|