Wealth Management Partners’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.44M	Buy	26,177 +330	+1%	+$48.2K	1.27%	16
2025 Q4	$3.11M	Sell	25,847 -103	-0.4%	-$11.9K	0.89%	25
2025 Q3	$2.93M	Sell	25,950 -512	-2%	-$56.9K	0.93%	23
2025 Q2	$2.94M	Buy	26,462 +30	+0.1%	+$3.21K	1.04%	23
2025 Q1	$3.14M	Sell	26,432 -2,131	-7%	-$236K	1.46%	15
2024 Q4	$3.07M	Sell	28,563 -2,463	-8%	-$288K	1.33%	17
2024 Q3	$3.64M	Sell	31,026 -2,390	-7%	-$276K	1.69%	14
2024 Q2	$3.85M	Buy	33,416 +413	+1%	+$48.1K	1.87%	12
2024 Q1	$3.84M	Buy	33,003 +5	+0%	+$523	1.95%	13
2023 Q4	$3.3M	Sell	32,998 -44	-0.1%	-$4.63K	1.84%	13
2023 Q3	$3.89M	Buy	33,042 +173	+0.5%	+$19K	2.42%	11
2023 Q2	$3.53M	Sell	32,869 -949	-3%	-$104K	2.22%	12
2023 Q1	$3.71M	Buy	33,818 +16,818	+99%	+$1.86M	2.59%	11
2022 Q4	$1.93M	Sell	17,000 -1,000	-6%	-$107K	1.61%	18
2022 Q3	$1.77M	Buy	18,000 +1,000	+6%	+$91.3K	1.56%	19
2022 Q2	$1.49M	Sell	17,000 -1,000	-6%	-$90.2K	1.3%	20
2022 Q1	$1.47M	Hold	18,000	–	–	1.04%	20
2021 Q4	$1.07M	Sell	18,000 -1,422	-7%	-$88.9K	0.74%	32
2021 Q3	$1.14M	Sell	19,422 -80	-0.4%	-$4.56K	0.85%	29
2021 Q2	$1.23M	Buy	19,502 +86	+0.4%	+$5.13K	0.86%	30
2021 Q1	$1.1M	Sell	19,416 -3,092	-14%	-$162K	0.82%	36
2020 Q4	$1.03M	Buy	+22,508	New	+$844K	0.81%	34