SP
SWS Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
3,206
+64
| +2% | +$6.9K | 0.09% | 111 |
|
|
2025
Q1 | $374K | Buy |
3,142
+105
| +3% | +$12.5K | 0.12% | 98 |
|
|
2024
Q4 | $327K | Buy |
3,037
+33
| +1% | +$3.55K | 0.1% | 109 |
|
|
2024
Q3 | $352K | Buy |
3,004
+42
| +1% | +$4.92K | 0.11% | 106 |
|
|
2024
Q2 | $341K | Sell |
2,962
-149
| -5% | -$17.2K | 0.1% | 104 |
|
|
2024
Q1 | $362K | Buy |
3,111
+255
| +9% | +$29.6K | 0.11% | 103 |
|
|
2023
Q4 | $286K | Buy |
2,856
+28
| +1% | +$2.8K | 0.09% | 104 |
|
|
2023
Q3 | $333K | Sell |
2,828
-58
| -2% | -$6.82K | 0.12% | 103 |
|
|
2023
Q2 | $309K | Sell |
2,886
-328
| -10% | -$35.2K | 0.11% | 104 |
|
|
2023
Q1 | $352K | Buy |
+3,214
| New | +$352K | 0.13% | 107 |
|
|
2022
Q4 | – | Sell |
-2,735
| Closed | -$239K | – | 107 |
|
|
2022
Q3 | $239K | Buy |
2,735
+24
| +0.9% | +$2.1K | 0.11% | 100 |
|
|
2022
Q2 | $232K | Buy |
2,711
+25
| +0.9% | +$2.14K | 0.2% | 68 |
|
|
2022
Q1 | $222K | Buy |
+2,686
| New | +$222K | 0.15% | 71 |
|
|
2018
Q2 | – | Sell |
-886
| Closed | -$65K | – | 333 |
|
|
2018
Q1 | $65K | Buy |
886
+718
| +427% | +$52.7K | 0.05% | 125 |
|
|
2017
Q4 | $14K | Buy |
+168
| New | +$14K | 0.01% | 250 |
|