WESPAC Advisors SoCal’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Hold |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $501K | Hold |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $744K | Sell |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $5.3M | Sell |
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|
2023
Q2 | $4.85M | Sell |
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|
2023
Q1 | $7.37M | Sell |
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|
2022
Q4 | $7.45M | Buy |
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|
2022
Q3 | $7.47M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $106K | Hold |
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|
2018
Q4 | $90K | Buy |
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|
2018
Q3 | $110K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $100K | Sell |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q3 | $190K | Sell |
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|
2017
Q2 | $200K | Sell |
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|
2017
Q1 | $212K | Sell |
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|
2016
Q4 | $245K | Hold |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $155K | Sell |
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|
2016
Q1 | $232K | Buy |
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|
2015
Q4 | $95K | Buy |
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