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