WestHill Financial Advisors’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 | $314K | Sell |
2,917
-103
| -3% | -$11.1K | 0.07% | 55 |
|
|
2025
Q1 | $359K | Buy |
3,020
+42
| +1% | +$4.99K | 0.08% | 51 |
|
|
2024
Q4 | $320K | Sell |
2,978
-67
| -2% | -$7.21K | 0.07% | 55 |
|
|
2024
Q3 | $357K | Buy |
3,045
+11
| +0.4% | +$1.29K | 0.08% | 54 |
|
|
2024
Q2 | $349K | Sell |
3,034
-1,054
| -26% | -$121K | 0.08% | 50 |
|
|
2024
Q1 | $475K | Sell |
4,088
-35
| -0.8% | -$4.07K | 0.12% | 40 |
|
|
2023
Q4 | $412K | Sell |
4,123
-26
| -0.6% | -$2.6K | 0.11% | 43 |
|
|
2023
Q3 | $488K | Buy |
4,149
+126
| +3% | +$14.8K | 0.14% | 33 |
|
|
2023
Q2 | $431K | Buy |
4,023
+1,364
| +51% | +$146K | 0.12% | 38 |
|
|
2023
Q1 | $292K | Sell |
2,659
-28
| -1% | -$3.07K | 0.09% | 45 |
|
|
2022
Q4 | $296K | Buy |
2,687
+70
| +3% | +$7.72K | 0.09% | 47 |
|
|
2022
Q3 | $228K | Sell |
2,617
-140
| -5% | -$12.2K | 0.08% | 51 |
|
|
2022
Q2 | $236K | Sell |
2,757
-53
| -2% | -$4.54K | 0.08% | 55 |
|
|
2022
Q1 | $232K | Buy |
+2,810
| New | +$232K | 0.07% | 63 |
|