WealthPlan Investment Management’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 | $3.66M | Buy |
33,996
+11,760
| +53% | +$1.27M | 0.27% | 97 |
|
|
2025
Q1 | $2.64M | Buy |
22,236
+7,301
| +49% | +$868K | 0.26% | 88 |
|
|
2024
Q4 | $1.61M | Sell |
14,935
-953
| -6% | -$103K | 0.16% | 111 |
|
|
2024
Q3 | $1.86M | Buy |
15,888
+301
| +2% | +$35.3K | 0.19% | 100 |
|
|
2024
Q2 | $1.79M | Buy |
15,587
+942
| +6% | +$108K | 0.27% | 78 |
|
|
2024
Q1 | $1.7M | Buy |
14,645
+783
| +6% | +$91K | 0.26% | 78 |
|
|
2023
Q4 | $1.39M | Buy |
13,862
+1
| +0% | +$100 | 0.22% | 84 |
|
|
2023
Q3 | $1.63M | Buy |
13,861
+9,626
| +227% | +$1.13M | 0.29% | 72 |
|
|
2023
Q2 | $454K | Sell |
4,235
-8,638
| -67% | -$926K | 0.14% | 95 |
|
|
2023
Q1 | $1.41M | Sell |
12,873
-14,900
| -54% | -$1.63M | 0.24% | 77 |
|
|
2022
Q4 | $3.27M | Buy |
27,773
+836
| +3% | +$98.5K | 0.23% | 90 |
|
|
2022
Q3 | $2.79M | Buy |
+26,937
| New | +$2.79M | 0.2% | 94 |
|
|
2022
Q1 | $2.32M | Buy |
+27,237
| New | +$2.32M | 0.16% | 111 |
|