WAS
WESPAC Advisors SoCal’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
3,131
-359
| -10% | -$38.7K | 0.08% | 90 |
|
|
2025
Q1 | $415K | Sell |
3,490
-1,168
| -25% | -$139K | 0.11% | 78 |
|
|
2024
Q4 | $501K | Hold |
4,658
| – | – | 0.11% | 74 |
|
|
2024
Q3 | $546K | Sell |
4,658
-1,806
| -28% | -$212K | 0.13% | 71 |
|
|
2024
Q2 | $744K | Sell |
6,464
-162
| -2% | -$18.6K | 0.19% | 60 |
|
|
2024
Q1 | $770K | Sell |
6,626
-1,434
| -18% | -$167K | 0.2% | 61 |
|
|
2023
Q4 | $806K | Sell |
8,060
-37,029
| -82% | -$3.7M | 0.23% | 58 |
|
|
2023
Q3 | $5.3M | Sell |
45,089
-111
| -0.2% | -$13.1K | 1.79% | 22 |
|
|
2023
Q2 | $4.85M | Sell |
45,200
-22,025
| -33% | -$2.36M | 1.66% | 23 |
|
|
2023
Q1 | $7.37M | Sell |
67,225
-310
| -0.5% | -$34K | 2.54% | 13 |
|
|
2022
Q4 | $7.45M | Buy |
67,535
+105
| +0.2% | +$11.6K | 2.77% | 14 |
|
|
2022
Q3 | $7.47M | Buy |
+67,430
| New | +$7.47M | 3.12% | 13 |
|
|
2019
Q2 | – | Sell |
-1,321
| Closed | -$106K | – | 328 |
|
|
2019
Q1 | $106K | Hold |
1,321
| – | – | 0.06% | 100 |
|
|
2018
Q4 | $90K | Buy |
1,321
+25
| +2% | +$1.7K | 0.06% | 100 |
|
|
2018
Q3 | $110K | Buy |
+1,296
| New | +$110K | 0.06% | 99 |
|
|
2018
Q2 | – | Sell |
-1,346
| Closed | -$100K | – | 263 |
|
|
2018
Q1 | $100K | Sell |
1,346
-1,178
| -47% | -$87.5K | 0.06% | 95 |
|
|
2017
Q4 | $211K | Buy |
2,524
+196
| +8% | +$16.4K | 0.12% | 82 |
|
|
2017
Q3 | $190K | Sell |
2,328
-150
| -6% | -$12.2K | 0.11% | 88 |
|
|
2017
Q2 | $200K | Sell |
2,478
-110
| -4% | -$8.88K | 0.13% | 82 |
|
|
2017
Q1 | $212K | Sell |
2,588
-125
| -5% | -$10.3K | 0.13% | 80 |
|
|
2016
Q4 | $245K | Hold |
2,713
| – | – | 0.16% | 76 |
|
|
2016
Q3 | $237K | Buy |
2,713
+1,063
| +64% | +$92.8K | 0.16% | 76 |
|
|
2016
Q2 | $155K | Sell |
1,650
-1,128
| -41% | -$106K | 0.1% | 85 |
|
|
2016
Q1 | $232K | Buy |
2,778
+1,548
| +126% | +$129K | 0.17% | 71 |
|
|
2015
Q4 | $95K | Buy |
+1,230
| New | +$95K | 0.06% | 102 |
|