TSWM
Tyler-Stone Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.66M | Buy |
71,091
+8,779
| +14% | +$946K | 1.23% | 17 |
|
|
2025
Q1 | $7.41M | Buy |
62,312
+163
| +0.3% | +$19.4K | 1.33% | 16 |
|
|
2024
Q4 | $6.69M | Buy |
62,149
+2,206
| +4% | +$237K | 1.19% | 16 |
|
|
2024
Q3 | $7.03M | Buy |
59,943
+30,539
| +104% | +$3.58M | 1.33% | 16 |
|
|
2024
Q2 | $3.38M | Buy |
29,404
+1,229
| +4% | +$141K | 1.39% | 13 |
|
|
2024
Q1 | $3.28M | Sell |
28,175
-155
| -0.5% | -$18K | 1.45% | 12 |
|
|
2023
Q4 | $2.83M | Buy |
28,330
+487
| +2% | +$48.7K | 1.42% | 13 |
|
|
2023
Q3 | $3.27M | Buy |
27,843
+359
| +1% | +$42.2K | 1.87% | 9 |
|
|
2023
Q2 | $2.95M | Buy |
+27,484
| New | +$2.95M | 1.66% | 10 |
|
|
2022
Q4 | $2.96M | Buy |
26,817
+810
| +3% | +$89.3K | 2.01% | 7 |
|
|
2022
Q3 | $2.27M | Buy |
26,007
+764
| +3% | +$66.7K | 1.73% | 10 |
|
|
2022
Q2 | $2.16M | Buy |
25,243
+4,590
| +22% | +$393K | 1.44% | 14 |
|
|
2022
Q1 | $1.71M | Buy |
20,653
+4,204
| +26% | +$347K | 0.94% | 26 |
|
|
2021
Q4 | $1.01M | Buy |
+16,449
| New | +$1.01M | 0.53% | 42 |
|