Shorepoint Capital Partners’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 | $689K | Buy |
5,793
+191
| +3% | +$22.7K | 0.16% | 82 |
|
|
2024
Q4 | $603K | Buy |
5,602
+30
| +0.5% | +$3.23K | 0.14% | 85 |
|
|
2024
Q3 | $653K | Buy |
5,572
+40
| +0.7% | +$4.69K | 0.15% | 82 |
|
|
2024
Q2 | $637K | Buy |
5,532
+323
| +6% | +$37.2K | 0.15% | 81 |
|
|
2024
Q1 | $605K | Hold |
5,209
| – | – | 0.15% | 81 |
|
|
2023
Q4 | $521K | Hold |
5,209
| – | – | 0.14% | 84 |
|
|
2023
Q3 | $612K | Hold |
5,209
| – | – | 0.18% | 84 |
|
|
2023
Q2 | $559K | Buy |
5,209
+1,056
| +25% | +$113K | 0.16% | 90 |
|
|
2023
Q1 | $455K | Sell |
4,153
-7,768
| -65% | -$852K | 0.13% | 95 |
|
|
2022
Q4 | $1.32M | Buy |
+11,921
| New | +$1.32M | 0.37% | 78 |
|