WealthPLAN Partners’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 | $968K | Sell |
8,977
-335
| -4% | -$36.1K | 0.16% | 126 |
|
|
2025
Q1 | $1.11M | Sell |
9,312
-828
| -8% | -$98.5K | 0.16% | 123 |
|
|
2024
Q4 | $1.09M | Sell |
10,140
-383
| -4% | -$41.2K | 0.15% | 121 |
|
|
2024
Q3 | $1.23M | Sell |
10,523
-388
| -4% | -$45.5K | 0.17% | 116 |
|
|
2024
Q2 | $1.26M | Sell |
10,911
-1,157
| -10% | -$133K | 0.13% | 133 |
|
|
2024
Q1 | $1.4M | Sell |
12,068
-3,493
| -22% | -$406K | 0.15% | 138 |
|
|
2023
Q4 | $1.56M | Sell |
15,561
-477
| -3% | -$47.7K | 0.16% | 133 |
|
|
2023
Q3 | $1.89M | Buy |
16,038
+647
| +4% | +$76.1K | 0.22% | 106 |
|
|
2023
Q2 | $1.65M | Sell |
15,391
-600
| -4% | -$64.4K | 0.23% | 102 |
|
|
2023
Q1 | $1.75M | Sell |
15,991
-11,782
| -42% | -$1.29M | 0.2% | 99 |
|
|
2022
Q4 | $3.23M | Buy |
+27,773
| New | +$3.23M | 0.23% | 90 |
|
|
2022
Q1 | $2.32M | Sell |
27,237
-1,175
| -4% | -$100K | 0.16% | 111 |
|
|
2021
Q4 | $2.16M | Sell |
28,412
-5,462
| -16% | -$415K | 0.14% | 113 |
|
|
2021
Q3 | $2.11M | Buy |
33,874
+2,057
| +6% | +$128K | 0.14% | 117 |
|
|
2021
Q2 | $1.86M | Sell |
31,817
-954
| -3% | -$55.7K | 0.13% | 111 |
|
|
2021
Q1 | $1.94M | Sell |
32,771
-1,050
| -3% | -$62.2K | 0.15% | 104 |
|
|
2020
Q4 | $1.63M | Sell |
33,821
-1,942
| -5% | -$93.8K | 0.14% | 107 |
|
|
2020
Q3 | $1.26M | Sell |
35,763
-9,720
| -21% | -$342K | 0.12% | 110 |
|
|
2020
Q2 | $1.96M | Sell |
45,483
-483
| -1% | -$20.8K | 0.2% | 92 |
|
|
2020
Q1 | $1.94M | Buy |
45,966
+7,201
| +19% | +$305K | 0.25% | 83 |
|
|
2019
Q4 | $2.38M | Sell |
38,765
-1,168
| -3% | -$71.6K | 0.28% | 78 |
|
|
2019
Q3 | $2.75M | Buy |
39,933
+3,440
| +9% | +$237K | 0.38% | 73 |
|
|
2019
Q2 | $2.57M | Sell |
36,493
-791
| -2% | -$55.8K | 0.39% | 68 |
|
|
2019
Q1 | $2.85M | Sell |
37,284
-1,924
| -5% | -$147K | 0.44% | 67 |
|
|
2018
Q4 | $3.05M | Sell |
39,208
-101,571
| -72% | -$7.89M | 0.49% | 65 |
|
|
2018
Q3 | $10.8M | Buy |
140,779
+5,320
| +4% | +$409K | 1.98% | 7 |
|
|
2018
Q2 | $11.2M | Buy |
135,459
+7,951
| +6% | +$658K | 2.3% | 4 |
|
|
2018
Q1 | $9.51M | Buy |
127,508
+16,445
| +15% | +$1.23M | 2.09% | 5 |
|
|
2017
Q4 | $9.29M | Buy |
111,063
+4,375
| +4% | +$366K | 2.49% | 4 |
|
|
2017
Q3 | $8.75M | Buy |
106,688
+5,611
| +6% | +$460K | 2.45% | 5 |
|
|
2017
Q2 | $8.16M | Buy |
101,077
+97,912
| +3,094% | +$7.9M | 2.34% | 8 |
|
|
2017
Q1 | $261K | Buy |
+3,165
| New | +$261K | 0.91% | 15 |
|
|
2016
Q3 | $5M | Sell |
57,927
-58,358
| -50% | -$5.03M | 1.63% | 10 |
|
|
2016
Q2 | $5.04M | Buy |
+116,285
| New | +$5.04M | 0.65% | 32 |
|
|
2015
Q4 | $3.34M | Buy |
+167,682
| New | +$3.34M | 0.54% | 37 |
|
|
2015
Q2 | $4.17M | Buy |
50,163
+20,605
| +70% | +$1.71M | 1.83% | 8 |
|
|
2015
Q1 | $2.52M | Buy |
+29,558
| New | +$2.52M | 1.17% | 16 |
|