Biltmore Wealth 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
Q2 | $383K | Hold |
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|
2025
Q1 | $423K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $409K | Hold |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $207K | Hold |
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|
2018
Q3 | $258K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $227K | Hold |
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|
2017
Q4 | $254K | Hold |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $245K | Hold |
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|
2017
Q1 | $249K | Hold |
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|
2016
Q4 | $274K | Hold |
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|
2016
Q3 | $265K | Sell |
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|
2016
Q2 | $366K | Sell |
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|
2016
Q1 | $421K | Buy |
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|
2015
Q4 | $249K | Sell |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $274K | Hold |
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|
2015
Q1 | $280K | Sell |
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|
2014
Q4 | $311K | Buy |
|