Western Pacific Wealth Management’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 | $78.9K | Sell |
732
-57
| -7% | -$6.15K | 0.08% | 113 |
|
|
2025
Q1 | $93.9K | Buy |
789
+1
| +0.1% | +$119 | 0.08% | 104 |
|
|
2024
Q4 | $84.8K | Sell |
788
-1,447
| -65% | -$156K | 0.07% | 115 |
|
|
2024
Q3 | $262K | Sell |
2,235
-87
| -4% | -$10.2K | 0.17% | 45 |
|
|
2024
Q2 | $267K | Buy |
2,322
+1
| +0% | +$115 | 0.2% | 36 |
|
|
2024
Q1 | $270K | Buy |
2,321
+556
| +32% | +$64.6K | 0.2% | 36 |
|
|
2023
Q4 | $176K | Sell |
1,765
-722
| -29% | -$72.2K | 0.13% | 53 |
|
|
2023
Q3 | $292K | Hold |
2,487
| – | – | 0.24% | 28 |
|
|
2023
Q2 | $267K | Sell |
2,487
-389
| -14% | -$41.7K | 0.2% | 28 |
|
|
2023
Q1 | $315K | Hold |
2,876
| – | – | 0.24% | 22 |
|
|
2022
Q4 | $317K | Buy |
2,876
+799
| +38% | +$88.1K | 0.26% | 20 |
|
|
2022
Q3 | $181K | Buy |
2,077
+1,777
| +592% | +$155K | 0.18% | 27 |
|
|
2022
Q2 | $25K | Hold |
300
| – | – | 0.02% | 116 |
|
|
2022
Q1 | $24K | Hold |
300
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $18K | Buy |
+300
| New | +$18K | 0.01% | 157 |
|