Ascent Wealth Partners’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 | $973K | Sell |
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|
2025
Q2 | $959K | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $962K | Sell |
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|
2024
Q2 | $991K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $878K | Buy |
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|
2022
Q2 | $797K | Buy |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $633K | Buy |
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|
2020
Q1 | $537K | Buy |
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|
2019
Q4 | $902K | Buy |
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|
2019
Q3 | $602K | Sell |
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|
2019
Q2 | $664K | Sell |
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|
2019
Q1 | $830K | Buy |
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|
2018
Q4 | $651K | Sell |
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|
2018
Q3 | $893K | Sell |
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|
2018
Q2 | $873K | Buy |
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|
2018
Q1 | $767K | Buy |
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|
2017
Q4 | $799K | Sell |
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|
2017
Q3 | $801K | Sell |
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|
2017
Q2 | $820K | Sell |
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|
2017
Q1 | $919K | Sell |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $1.08M | Sell |
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|
2016
Q1 | $977K | Sell |
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|
2015
Q4 | $942K | Buy |
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|
2015
Q3 | $890K | Sell |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $1.06M | Buy |
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|
2014
Q3 | $1.02M | Sell |
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|
2014
Q2 | $1.13M | Buy |
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|
2014
Q1 | $1.09M | Sell |
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|
2013
Q4 | $1.13M | Buy |
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