PWPS

Pinnacle Wealth Planning Services’s Exxon Mobil XOM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.46M	Sell	22,848 -57	-0.2%	-$6.15K	0.32%	39
2025 Q1	$2.72M	Buy	22,905 +1,611	+8%	+$192K	0.41%	35
2024 Q4	$2.29M	Sell	21,294 -7,189	-25%	-$773K	0.34%	39
2024 Q3	$3.34M	Sell	28,483 -156	-0.5%	-$18.3K	0.45%	37
2024 Q2	$3.3M	Buy	28,639 +4,181	+17%	+$481K	0.47%	34
2024 Q1	$2.84M	Buy	24,458 +865	+4%	+$101K	0.42%	39
2023 Q4	$2.36M	Sell	23,593 -545	-2%	-$54.5K	0.37%	40
2023 Q3	$2.84M	Sell	24,138 -99	-0.4%	-$11.6K	0.47%	35
2023 Q2	$2.6M	Sell	24,237 -3,186	-12%	-$342K	0.42%	40
2023 Q1	$3.01M	Buy	27,423 +1,683	+7%	+$185K	0.5%	36
2022 Q4	$2.84M	Buy	25,740 +710	+3%	+$78.3K	0.5%	39
2022 Q3	$2.19M	Sell	25,030 -140	-0.6%	-$12.2K	0.4%	42
2022 Q2	$2.16M	Buy	25,170 +1,798	+8%	+$154K	0.39%	47
2022 Q1	$1.93M	Sell	23,372 -22,957	-50%	-$1.9M	0.35%	50
2021 Q4	$2.84M	Buy	46,329 +2,110	+5%	+$129K	0.55%	33
2021 Q3	$2.6M	Buy	44,219 +155	+0.4%	+$9.12K	0.57%	33
2021 Q2	$2.78M	Buy	44,064 +160	+0.4%	+$10.1K	0.65%	27
2021 Q1	$2.45M	Buy	43,904 +1,037	+2%	+$57.9K	0.63%	30
2020 Q4	$1.77M	Buy	42,867 +10,385	+32%	+$428K	0.42%	38
2020 Q3	$1.12M	Sell	32,482 -106,883	-77%	-$3.67M	0.37%	51
2020 Q2	$6.23M	Buy	139,365 +131,967	+1,784%	+$5.9M	2.02%	11
2020 Q1	$280K	Sell	7,398 -3,673	-33%	-$139K	0.13%	142
2019 Q4	$772K	Buy	11,071 +3,964	+56%	+$276K	0.36%	61
2019 Q3	$501K	Sell	7,107 -799	-10%	-$56.3K	0.27%	78
2019 Q2	$606K	Buy	7,906 +1,566	+25%	+$120K	0.37%	51
2019 Q1	$512K	Buy	6,340 +1,781	+39%	+$144K	0.34%	57
2018 Q4	$312K	Sell	4,559 -2,530	-36%	-$173K	0.2%	89
2018 Q3	$603K	Sell	7,089 -1,203	-15%	-$102K	0.55%	56
2018 Q2	$686K	Buy	8,292 +668	+9%	+$55.3K	0.67%	42
2018 Q1	$568K	Buy	7,624 +4,903	+180%	+$365K	0.58%	53
2017 Q4	$227K	Buy	+2,721	New	+$227K	0.46%	50