Waypoint Wealth Counsel’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 | $961K | Buy |
8,919
+99
| +1% | +$10.7K | 0.48% | 40 |
|
|
2025
Q1 | $1.05M | Buy |
8,820
+209
| +2% | +$24.9K | 0.66% | 33 |
|
|
2024
Q4 | $926K | Buy |
8,611
+74
| +0.9% | +$7.96K | 0.6% | 33 |
|
|
2024
Q3 | $1M | Buy |
8,537
+29
| +0.3% | +$3.4K | 0.67% | 33 |
|
|
2024
Q2 | $979K | Sell |
8,508
-864
| -9% | -$99.5K | 0.75% | 31 |
|
|
2024
Q1 | $1.09M | Buy |
9,372
+5,716
| +156% | +$664K | 0.84% | 29 |
|
|
2023
Q4 | $366K | Sell |
3,656
-1,219
| -25% | -$122K | 0.31% | 56 |
|
|
2023
Q3 | $573K | Buy |
4,875
+6
| +0.1% | +$705 | 0.54% | 39 |
|
|
2023
Q2 | $522K | Sell |
4,869
-7,421
| -60% | -$796K | 0.47% | 41 |
|
|
2023
Q1 | $1.35M | Sell |
12,290
-4,654
| -27% | -$510K | 1.05% | 23 |
|
|
2022
Q4 | $1.87M | Buy |
+16,944
| New | +$1.87M | 1.51% | 18 |
|