Berger Financial Group’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
$1.9M Buy
2025
Q2
$1.75M Sell
2025
Q1
$1.95M Sell
2024
Q4
$1.84M Buy
2024
Q3
$1.91M Buy
2024
Q2
$1.71M Buy
2024
Q1
$1.51M Buy
2023
Q4
$904K Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.13M Buy
2023
Q1
$1.09M Sell
2022
Q4
$1.1M Buy
2022
Q3
$832K Buy
2022
Q2
$765K Sell
2022
Q1
$814K Sell
2021
Q4
$623K Buy
2021
Q3
$582K Buy
2021
Q2
$595K Buy
2021
Q1
$486K Buy
2020
Q4
$330K Buy