Ballast 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 | $698K | Sell |
|
|||||
|
2025
Q2 | $693K | Sell |
|
|||||
|
2025
Q1 | $769K | Buy |
|
|||||
|
2024
Q4 | $690K | Sell |
|
|||||
|
2024
Q3 | $758K | Buy |
|
|||||
|
2024
Q2 | $739K | Buy |
|
|||||
|
2024
Q1 | $746K | Buy |
|
|||||
|
2023
Q4 | $367K | Sell |
|
|||||
|
2023
Q3 | $736K | Buy |
|
|||||
|
2023
Q2 | $665K | Sell |
|
|||||
|
2023
Q1 | $735K | Buy |
|
|||||
|
2022
Q4 | $735K | Buy |
|
|||||
|
2022
Q3 | $535K | Sell |
|
|||||
|
2022
Q2 | $537K | Buy |
|
|||||
|
2022
Q1 | $517K | Buy |
|
|||||
|
2021
Q4 | $378K | Buy |
|
|||||
|
2021
Q3 | $361K | Sell |
|
|||||
|
2021
Q2 | $417K | Sell |
|
|||||
|
2021
Q1 | $384K | Buy |
|
|||||
|
2020
Q4 | $272K | Buy |
|
|||||
|
2020
Q3 | $216K | Sell |
|
|||||
|
2020
Q2 | $287K | Hold |
|
|||||
|
2020
Q1 | $243K | Sell |
|
|||||
|
2019
Q4 | $555K | Buy |
|