White Lighthouse Investment 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 | $334K | Buy |
3,095
+64
| +2% | +$6.9K | 0.05% | 107 |
|
|
2025
Q1 | $360K | Buy |
3,031
+32
| +1% | +$3.81K | 0.06% | 99 |
|
|
2024
Q4 | $323K | Hold |
2,999
| – | – | 0.06% | 111 |
|
|
2024
Q3 | $352K | Hold |
2,999
| – | – | 0.06% | 105 |
|
|
2024
Q2 | $345K | Hold |
2,999
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $349K | Sell |
2,999
-500
| -14% | -$58.1K | 0.07% | 95 |
|
|
2023
Q4 | $350K | Hold |
3,499
| – | – | 0.08% | 95 |
|
|
2023
Q3 | $411K | Buy |
3,499
+330
| +10% | +$38.8K | 0.1% | 86 |
|
|
2023
Q2 | $340K | Hold |
3,169
| – | – | 0.08% | 92 |
|
|
2023
Q1 | $348K | Buy |
3,169
+500
| +19% | +$54.8K | 0.09% | 91 |
|
|
2022
Q4 | $294K | Sell |
2,669
-150
| -5% | -$16.5K | 0.08% | 95 |
|
|
2022
Q3 | $246K | Hold |
2,819
| – | – | 0.07% | 95 |
|
|
2022
Q2 | $241K | Sell |
2,819
-30
| -1% | -$2.57K | 0.07% | 100 |
|
|
2022
Q1 | $235K | Sell |
2,849
-1,359
| -32% | -$112K | 0.06% | 109 |
|
|
2021
Q4 | $257K | Buy |
+4,208
| New | +$257K | 0.06% | 107 |
|
|
2019
Q4 | – | Sell |
-4,013
| Closed | -$283K | – | 135 |
|
|
2019
Q3 | $283K | Sell |
4,013
-570
| -12% | -$40.2K | 0.11% | 111 |
|
|
2019
Q2 | $351K | Buy |
4,583
+103
| +2% | +$7.89K | 0.15% | 91 |
|
|
2019
Q1 | $362K | Sell |
4,480
-79
| -2% | -$6.38K | 0.17% | 86 |
|
|
2018
Q4 | $311K | Buy |
4,559
+44
| +1% | +$3K | 0.17% | 92 |
|
|
2018
Q3 | $384K | Sell |
4,515
-150
| -3% | -$12.8K | 0.2% | 80 |
|
|
2018
Q2 | $386K | Hold |
4,665
| – | – | 0.21% | 81 |
|
|
2018
Q1 | $348K | Hold |
4,665
| – | – | 0.2% | 85 |
|
|
2017
Q4 | $390K | Buy |
+4,665
| New | +$390K | 0.22% | 83 |
|