AllGen Financial Advisors’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
Q3 | $442K | Sell |
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|
2025
Q2 | $743K | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $2.02M | Sell |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $3.07M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $3.03M | Sell |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $2.85M | Sell |
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|
2022
Q4 | $3.07M | Sell |
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|
2022
Q3 | $3.13M | Sell |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.11M | Sell |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.48M | Buy |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $923K | Sell |
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|
2020
Q4 | $2.12M | Buy |
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