Birchcreek 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 | $522K | Sell |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $690K | Hold |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $607K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $148K | Buy |
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