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Spinnaker Investment Group’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
2,120
-945
-31% -$102K 0.05% 93
2025
Q1
$365K Buy
3,065
+92
+3% +$10.9K 0.08% 75
2024
Q4
$320K Buy
2,973
+1
+0% +$108 0.08% 75
2024
Q3
$348K Buy
2,972
+188
+7% +$22K 0.09% 66
2024
Q2
$320K Buy
2,784
+397
+17% +$45.7K 0.09% 65
2024
Q1
$277K Buy
2,387
+201
+9% +$23.4K 0.08% 70
2023
Q4
$219K Sell
2,186
-139
-6% -$13.9K 0.07% 76
2023
Q3
$273K Hold
2,325
0.09% 73
2023
Q2
$249K Hold
2,325
0.08% 76
2023
Q1
$255K Buy
2,325
+4
+0.2% +$439 0.09% 74
2022
Q4
$256K Buy
+2,321
New +$256K 0.09% 77