WWA
WCG Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
52,366
+2,712
| +5% | +$292K | 0.37% | 80 |
|
|
2025
Q1 | $5.91M | Sell |
49,654
-1,974
| -4% | -$235K | 0.45% | 72 |
|
|
2024
Q4 | $5.55M | Buy |
51,628
+135
| +0.3% | +$14.5K | 0.37% | 83 |
|
|
2024
Q3 | $6.04M | Buy |
51,493
+801
| +2% | +$93.9K | 0.41% | 77 |
|
|
2024
Q2 | $5.84M | Sell |
50,692
-602
| -1% | -$69.3K | 0.43% | 68 |
|
|
2024
Q1 | $5.96M | Buy |
51,294
+1,961
| +4% | +$228K | 0.5% | 59 |
|
|
2023
Q4 | $4.93M | Buy |
49,333
+1,689
| +4% | +$169K | 0.36% | 71 |
|
|
2023
Q3 | $5.73M | Buy |
47,644
+27,341
| +135% | +$3.29M | 0.42% | 64 |
|
|
2023
Q2 | $2.18M | Buy |
20,303
+1,287
| +7% | +$138K | 0.25% | 73 |
|
|
2023
Q1 | $2.09M | Buy |
19,016
+1,694
| +10% | +$186K | 0.27% | 76 |
|
|
2022
Q4 | $1.91M | Buy |
17,322
+1,979
| +13% | +$218K | 0.26% | 74 |
|
|
2022
Q3 | $1.55M | Sell |
15,343
-1,132
| -7% | -$114K | 0.2% | 94 |
|
|
2022
Q2 | $1.41M | Buy |
+16,475
| New | +$1.41M | 0.2% | 94 |
|