WAP
Wealthcare Advisory Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
108,418
+3,821
| +4% | +$412K | 0.27% | 74 |
|
|
2025
Q1 | $12.4M | Buy |
104,597
+2,455
| +2% | +$292K | 0.33% | 63 |
|
|
2024
Q4 | $11M | Buy |
102,142
+16
| +0% | +$1.72K | 0.31% | 66 |
|
|
2024
Q3 | $12M | Buy |
102,126
+10,243
| +11% | +$1.2M | 0.34% | 57 |
|
|
2024
Q2 | $10.6M | Buy |
91,883
+4,314
| +5% | +$497K | 0.33% | 58 |
|
|
2024
Q1 | $10.2M | Buy |
87,569
+6,822
| +8% | +$793K | 0.33% | 57 |
|
|
2023
Q4 | $8.07M | Buy |
80,747
+745
| +0.9% | +$74.5K | 0.32% | 59 |
|
|
2023
Q3 | $9.41M | Sell |
80,002
-1,948
| -2% | -$229K | 0.43% | 51 |
|
|
2023
Q2 | $8.79M | Sell |
81,950
-4,321
| -5% | -$463K | 0.39% | 50 |
|
|
2023
Q1 | $9.46M | Sell |
86,271
-1,850
| -2% | -$203K | 0.41% | 49 |
|
|
2022
Q4 | $9.72M | Buy |
88,121
+1,568
| +2% | +$173K | 0.46% | 48 |
|
|
2022
Q3 | $7.56M | Buy |
86,553
+3,333
| +4% | +$291K | 0.43% | 48 |
|
|
2022
Q2 | $7.13M | Buy |
83,220
+8,263
| +11% | +$708K | 0.43% | 46 |
|
|
2022
Q1 | $6.19M | Sell |
74,957
-3,785
| -5% | -$313K | 0.38% | 41 |
|
|
2021
Q4 | $4.82M | Buy |
78,742
+5,322
| +7% | +$326K | 0.29% | 52 |
|
|
2021
Q3 | $4.32M | Buy |
73,420
+22,555
| +44% | +$1.33M | 0.28% | 54 |
|
|
2021
Q2 | $3.21M | Sell |
50,865
-22,341
| -31% | -$1.41M | 0.21% | 72 |
|
|
2021
Q1 | $4.09M | Buy |
73,206
+38,079
| +108% | +$2.13M | 0.3% | 45 |
|
|
2020
Q4 | $1.45M | Buy |
35,127
+4,284
| +14% | +$177K | 0.13% | 99 |
|
|
2020
Q3 | $1.06M | Sell |
30,843
-1,384
| -4% | -$47.5K | 0.12% | 115 |
|
|
2020
Q2 | $1.44M | Buy |
32,227
+635
| +2% | +$28.4K | 0.18% | 74 |
|
|
2020
Q1 | $1.2M | Sell |
31,592
-829
| -3% | -$31.5K | 0.18% | 77 |
|
|
2019
Q4 | $2.26M | Buy |
32,421
+11,694
| +56% | +$816K | 0.29% | 44 |
|
|
2019
Q3 | $1.46M | Buy |
20,727
+2,282
| +12% | +$161K | 0.21% | 63 |
|
|
2019
Q2 | $1.41M | Sell |
18,445
-1,436
| -7% | -$110K | 0.22% | 63 |
|
|
2019
Q1 | $1.61M | Buy |
19,881
+358
| +2% | +$28.9K | 0.27% | 54 |
|
|
2018
Q4 | $1.33M | Sell |
19,523
-395
| -2% | -$26.9K | 0.26% | 56 |
|
|
2018
Q3 | $1.69M | Buy |
19,918
+1,887
| +10% | +$160K | 0.31% | 45 |
|
|
2018
Q2 | $1.49M | Buy |
18,031
+1,087
| +6% | +$89.9K | 0.29% | 52 |
|
|
2018
Q1 | $1.26M | Buy |
16,944
+702
| +4% | +$52.4K | 0.29% | 52 |
|
|
2017
Q4 | $1.36M | Buy |
16,242
+3,015
| +23% | +$252K | 0.35% | 39 |
|
|
2017
Q3 | $1.08M | Buy |
13,227
+11,875
| +878% | +$973K | 0.32% | 41 |
|
|
2017
Q2 | $109K | Sell |
1,352
-400
| -23% | -$32.2K | 0.05% | 36 |
|
|
2017
Q1 | $144K | Hold |
1,752
| – | – | 0.08% | 32 |
|
|
2016
Q4 | $158K | Buy |
1,752
+1,069
| +157% | +$96.4K | 0.09% | 32 |
|
|
2016
Q3 | $60K | Hold |
683
| – | – | 0.04% | 34 |
|
|
2016
Q2 | $64K | Buy |
+683
| New | +$64K | 0.05% | 47 |
|