Towerpoint Wealth’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 | $497K | Buy |
4,611
+700
| +18% | +$75.5K | 0.22% | 56 |
|
|
2025
Q1 | $465K | Hold |
3,911
| – | – | 0.23% | 53 |
|
|
2024
Q4 | $421K | Sell |
3,911
-250
| -6% | -$26.9K | 0.21% | 54 |
|
|
2024
Q3 | $488K | Hold |
4,161
| – | – | 0.23% | 54 |
|
|
2024
Q2 | $479K | Buy |
4,161
+251
| +6% | +$28.9K | 0.24% | 51 |
|
|
2024
Q1 | $454K | Buy |
3,910
+121
| +3% | +$14.1K | 0.23% | 52 |
|
|
2023
Q4 | $379K | Sell |
3,789
-3
| -0.1% | -$300 | 0.21% | 54 |
|
|
2023
Q3 | $446K | Sell |
3,792
-80
| -2% | -$9.41K | 0.26% | 54 |
|
|
2023
Q2 | $415K | Sell |
3,872
-261
| -6% | -$28K | 0.23% | 58 |
|
|
2023
Q1 | $453K | Sell |
4,133
-40
| -1% | -$4.39K | 0.26% | 56 |
|
|
2022
Q4 | $460K | Sell |
4,173
-10
| -0.2% | -$1.1K | 0.27% | 52 |
|
|
2022
Q3 | $365K | Hold |
4,183
| – | – | 0.22% | 60 |
|
|
2022
Q2 | $358K | Hold |
4,183
| – | – | 0.21% | 65 |
|
|
2022
Q1 | $345K | Hold |
4,183
| – | – | 0.17% | 63 |
|
|
2021
Q4 | $256K | Sell |
4,183
-425
| -9% | -$26K | 0.12% | 74 |
|
|
2021
Q3 | $271K | Sell |
4,608
-948
| -17% | -$55.8K | 0.14% | 68 |
|
|
2021
Q2 | $350K | Sell |
5,556
-1,680
| -23% | -$106K | 0.17% | 57 |
|
|
2021
Q1 | $404K | Buy |
7,236
+2,177
| +43% | +$122K | 0.19% | 55 |
|
|
2020
Q4 | $209K | Buy |
+5,059
| New | +$209K | 0.1% | 69 |
|
|
2020
Q3 | – | Sell |
-5,239
| Closed | -$234K | – | 67 |
|
|
2020
Q2 | $234K | Buy |
+5,239
| New | +$234K | 0.15% | 52 |
|
|
2020
Q1 | – | Sell |
-5,387
| Closed | -$376K | – | 64 |
|
|
2019
Q4 | $376K | Sell |
5,387
-128
| -2% | -$8.93K | 0.25% | 38 |
|
|
2019
Q3 | $389K | Hold |
5,515
| – | – | 0.26% | 33 |
|
|
2019
Q2 | $410K | Sell |
5,515
-60
| -1% | -$4.46K | 0.29% | 31 |
|
|
2019
Q1 | $450K | Hold |
5,575
| – | – | 0.31% | 29 |
|
|
2018
Q4 | $380K | Buy |
5,575
+229
| +4% | +$15.6K | 0.3% | 28 |
|
|
2018
Q3 | $455K | Buy |
5,346
+373
| +8% | +$31.7K | 0.38% | 24 |
|
|
2018
Q2 | $411K | Buy |
4,973
+300
| +6% | +$24.8K | 0.39% | 25 |
|
|
2018
Q1 | $349K | Hold |
4,673
| – | – | 0.39% | 27 |
|
|
2017
Q4 | $391K | Buy |
+4,673
| New | +$391K | 0.52% | 24 |
|