Wellspring Financial Advisors’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 | $1.42M | Buy |
13,207
+141
| +1% | +$15.2K | 0.14% | 50 |
|
|
2025
Q1 | $1.55M | Buy |
13,066
+10
| +0.1% | +$1.19K | 0.17% | 44 |
|
|
2024
Q4 | $1.4M | Sell |
13,056
-98
| -0.7% | -$10.5K | 0.15% | 52 |
|
|
2024
Q3 | $1.54M | Sell |
13,154
-461
| -3% | -$54K | 0.18% | 44 |
|
|
2024
Q2 | $1.57M | Buy |
13,615
+882
| +7% | +$102K | 0.21% | 42 |
|
|
2024
Q1 | $1.48M | Buy |
12,733
+753
| +6% | +$87.5K | 0.23% | 44 |
|
|
2023
Q4 | $1.2M | Buy |
11,980
+466
| +4% | +$46.6K | 0.3% | 46 |
|
|
2023
Q3 | $1.35M | Buy |
+11,514
| New | +$1.35M | 0.4% | 41 |
|