WFAG
Wescott Financial Advisory Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
23,980
-74
| -0.3% | -$7.98K | 0.25% | 53 |
|
|
2025
Q1 | $2.86M | Sell |
24,054
-91
| -0.4% | -$10.8K | 0.3% | 49 |
|
|
2024
Q4 | $2.6M | Buy |
24,145
+189
| +0.8% | +$20.3K | 0.27% | 50 |
|
|
2024
Q3 | $2.81M | Sell |
23,956
-59
| -0.2% | -$6.92K | 0.3% | 49 |
|
|
2024
Q2 | $2.76M | Buy |
24,015
+165
| +0.7% | +$19K | 0.32% | 47 |
|
|
2024
Q1 | $2.77M | Buy |
23,850
+14,929
| +167% | +$1.74M | 0.34% | 43 |
|
|
2023
Q4 | $892K | Sell |
8,921
-567
| -6% | -$56.7K | 0.12% | 76 |
|
|
2023
Q3 | $1.12M | Sell |
9,488
-1,239
| -12% | -$146K | 0.2% | 64 |
|
|
2023
Q2 | $1.15M | Buy |
10,727
+2,297
| +27% | +$246K | 0.2% | 62 |
|
|
2023
Q1 | $924K | Buy |
8,430
+3,276
| +64% | +$359K | 0.2% | 71 |
|
|
2022
Q4 | $568K | Buy |
+5,154
| New | +$568K | 0.12% | 83 |
|