WESPAC Advisors’s Exxon Mobil XOM Stock Holding History

WESPAC Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,003	Closed	-$921K	–	171
2024 Q2	$921K	Sell	8,003 -3,442	-30%	-$396K	0.72%	47
2024 Q1	$1.33M	Buy	+11,445	New	+$1.33M	0.77%	39
2023 Q1	–	Sell	-2,501	Closed	-$276K	–	137
2022 Q4	$276K	Sell	2,501 -483	-16%	-$53.3K	0.48%	47
2022 Q3	$261K	Buy	+2,984	New	+$261K	0.35%	70
2020 Q1	–	Sell	-3,044	Closed	-$212K	–	97
2019 Q4	$212K	Buy	3,044 +2	+0.1%	+$139	0.21%	91
2019 Q3	$215K	Sell	3,042 -2,828	-48%	-$200K	0.21%	91
2019 Q2	$450K	Buy	5,870 +1	+0%	+$77	0.34%	68
2019 Q1	$474K	Buy	5,869 +1	+0%	+$81	0.33%	74
2018 Q4	$400K	Buy	5,868 +2	+0%	+$136	0.39%	64
2018 Q3	$499K	Buy	5,866 +3,009	+105%	+$256K	0.29%	96
2018 Q2	$236K	Sell	2,857 -2,658	-48%	-$220K	0.24%	96
2018 Q1	$411K	Buy	5,515 +33	+0.6%	+$2.46K	0.25%	100
2017 Q4	$459K	Sell	5,482 -451	-8%	-$37.8K	0.43%	75
2017 Q3	$486K	Sell	5,933 -388	-6%	-$31.8K	0.32%	93
2017 Q2	$510K	Buy	6,321 +2,848	+82%	+$230K	0.35%	88
2017 Q1	$285K	Sell	3,473 -419	-11%	-$34.4K	0.33%	93
2016 Q4	$351K	Buy	3,892 +95	+3%	+$8.57K	0.39%	78
2016 Q3	$331K	Sell	3,797 -546	-13%	-$47.6K	0.37%	80
2016 Q2	$407K	Buy	+4,343	New	+$407K	0.42%	80
2016 Q1	–	Sell	-3,909	Closed	-$305K	–	132
2015 Q4	$305K	Sell	3,909 -256	-6%	-$20K	0.35%	69
2015 Q3	$310K	Sell	4,165 -3,359	-45%	-$250K	0.54%	53
2015 Q2	$626K	Buy	7,524 +200	+3%	+$16.6K	0.47%	71
2015 Q1	$623K	Buy	+7,324	New	+$623K	0.47%	73
2014 Q4	–	Sell	-9,547	Closed	-$898K	–	159
2014 Q3	$898K	Buy	9,547 +4,511	+90%	+$424K	0.72%	57
2014 Q2	$507K	Sell	5,036 -4,161	-45%	-$419K	0.58%	69
2014 Q1	$898K	Buy	9,197 +400	+5%	+$39.1K	0.78%	54
2013 Q4	$890K	Buy	8,797 +3,891	+79%	+$394K	0.74%	54
2013 Q3	$422K	Sell	4,906 -12,020	-71%	-$1.03M	0.49%	75
2013 Q2	$1.53M	Buy	+16,926	New	+$1.53M	2.32%	4