Blue Bell Private 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
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $711K | Buy |
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|
2016
Q2 | $763K | Sell |
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|
2016
Q1 | $762K | Buy |
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|
2015
Q4 | $601K | Sell |
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|
2015
Q3 | $604K | Hold |
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|
2015
Q2 | $676K | Hold |
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|
2015
Q1 | $690K | Sell |
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|
2014
Q4 | $758K | Hold |
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|
2014
Q3 | $772K | Hold |
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|
2014
Q2 | $826K | Hold |
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|
2014
Q1 | $801K | Hold |
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|
2013
Q4 | $830K | Buy |
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