Western 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
$6.13M Sell
56,847
-2,537
-4% -$273K 0.36% 52
2025
Q1
$7.06M Buy
59,384
+2,885
+5% +$343K 0.47% 43
2024
Q4
$6.08M Sell
56,499
-19,315
-25% -$2.08M 0.4% 45
2024
Q3
$8.89M Buy
75,814
+16,281
+27% +$1.91M 0.51% 39
2024
Q2
$6.85M Buy
59,533
+2,277
+4% +$262K 0.51% 38
2024
Q1
$6.66M Sell
57,256
-17,831
-24% -$2.07M 0.52% 39
2023
Q4
$7.51M Sell
75,087
-1,883
-2% -$188K 0.54% 36
2023
Q3
$9.05M Buy
76,970
+31,571
+70% +$3.71M 0.76% 23
2023
Q2
$4.87M Buy
45,399
+1,018
+2% +$109K 0.42% 44
2023
Q1
$4.87M Sell
44,381
-2,045
-4% -$224K 0.45% 42
2022
Q4
$5.12M Sell
46,426
-23,902
-34% -$2.64M 0.52% 39
2022
Q3
$6.56M Sell
70,328
-713
-1% -$66.5K 0.38% 52
2022
Q2
$6.1M Sell
71,041
-34,530
-33% -$2.96M 0.35% 59
2022
Q1
$8.72M Buy
105,571
+78,051
+284% +$6.45M 0.42% 45
2021
Q4
$1.69M Buy
+27,520
New +$1.69M 0.17% 134
2021
Q2
$2.58M Buy
40,799
+21,346
+110% +$1.35M 0.27% 87
2021
Q1
$1.09M Buy
19,453
+444
+2% +$24.8K 0.15% 149
2020
Q4
$784K Sell
19,009
-4,850
-20% -$200K 0.12% 192
2020
Q3
$819K Sell
23,859
-2,671
-10% -$91.7K 0.13% 170
2020
Q2
$1.19M Buy
26,530
+9,151
+53% +$409K 0.22% 114
2020
Q1
$660K Buy
17,379
+2,044
+13% +$77.6K 0.15% 148
2019
Q4
$1.07M Sell
15,335
-2,776
-15% -$194K 0.16% 134
2019
Q3
$1.28M Buy
18,111
+221
+1% +$15.6K 0.27% 93
2019
Q2
$1.37M Sell
17,890
-1,936
-10% -$148K 0.18% 109
2019
Q1
$1.6M Buy
19,826
+3,874
+24% +$313K 0.36% 68
2018
Q4
$1.09M Buy
+15,952
New +$1.09M 0.29% 83