TPWM
Twelve Points Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
26,391
+2,651
| +11% | +$286K | 0.77% | 31 |
|
|
2025
Q1 | $2.82M | Buy |
23,740
+1,391
| +6% | +$165K | 0.77% | 30 |
|
|
2024
Q4 | $2.4M | Buy |
22,349
+4,165
| +23% | +$448K | 0.69% | 33 |
|
|
2024
Q3 | $2.13M | Buy |
18,184
+1,380
| +8% | +$162K | 0.67% | 34 |
|
|
2024
Q2 | $1.93M | Buy |
16,804
+1,230
| +8% | +$142K | 0.68% | 31 |
|
|
2024
Q1 | $1.81M | Buy |
15,574
+507
| +3% | +$58.9K | 0.66% | 33 |
|
|
2023
Q4 | $1.51M | Buy |
15,067
+579
| +4% | +$57.9K | 0.71% | 39 |
|
|
2023
Q3 | $1.7M | Buy |
14,488
+875
| +6% | +$103K | 0.85% | 31 |
|
|
2023
Q2 | $1.46M | Buy |
13,613
+581
| +4% | +$62.3K | 0.78% | 37 |
|
|
2023
Q1 | $1.43M | Buy |
13,032
+540
| +4% | +$59.2K | 0.82% | 32 |
|
|
2022
Q4 | $1.38M | Buy |
12,492
+99
| +0.8% | +$10.9K | 0.94% | 25 |
|
|
2022
Q3 | $1.08M | Buy |
12,393
+173
| +1% | +$15.1K | 0.84% | 30 |
|
|
2022
Q2 | $1.05M | Buy |
12,220
+656
| +6% | +$56.2K | 0.81% | 31 |
|
|
2022
Q1 | $955K | Buy |
11,564
+1,829
| +19% | +$151K | 0.71% | 37 |
|
|
2021
Q4 | $596K | Buy |
+9,735
| New | +$596K | 0.48% | 74 |
|