WP 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 | $313K | Buy |
2,901
+127
| +5% | +$13.7K | 0.09% | 89 |
|
|
2025
Q1 | $330K | Buy |
2,774
+25
| +0.9% | +$2.97K | 0.11% | 86 |
|
|
2024
Q4 | $296K | Buy |
2,749
+73
| +3% | +$7.85K | 0.1% | 84 |
|
|
2024
Q3 | $314K | Sell |
2,676
-51
| -2% | -$5.98K | 0.11% | 81 |
|
|
2024
Q2 | $314K | Buy |
+2,727
| New | +$314K | 0.1% | 90 |
|
|
2019
Q2 | – | Sell |
-1,393
| Closed | -$1.13K | – | 168 |
|
|
2019
Q1 | $1.13K | Buy |
+1,393
| New | +$1.13K | 0.12% | 82 |
|
|
2018
Q4 | – | Sell |
-2,377
| Closed | -$202K | – | 245 |
|
|
2018
Q3 | $202K | Sell |
2,377
-115
| -5% | -$9.77K | 0.19% | 60 |
|
|
2018
Q2 | $206K | Buy |
+2,492
| New | +$206K | 0.19% | 59 |
|
|
2018
Q1 | – | Sell |
-2,545
| Closed | -$213K | – | 63 |
|
|
2017
Q4 | $213K | Buy |
2,545
+23
| +0.9% | +$1.93K | 0.21% | 57 |
|
|
2017
Q3 | $207K | Sell |
2,522
-97
| -4% | -$7.96K | 0.16% | 65 |
|
|
2017
Q2 | $211K | Buy |
+2,619
| New | +$211K | 0.15% | 66 |
|