Altrius Capital Management’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
$4.97M Buy
2025
Q2
$4.61M Buy
2025
Q1
$5.03M Buy
2024
Q4
$4.37M Buy
2024
Q3
$4.6M Buy
2024
Q2
$4.47M Buy
2024
Q1
$4.51M Buy
2023
Q4
$3.49M Buy
2023
Q3
$4.04M Buy
2023
Q2
$3.65M Buy
2023
Q1
$3.7M Buy
2022
Q4
$3.71M Sell
2022
Q3
$3.01M Sell
2022
Q2
$6.66M Buy