Advisor OS’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $376K | Sell |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $422K | Buy |
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