BNC 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 | $367K | Hold |
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|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $4.37M | Buy |
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|
2023
Q3 | $5.11M | Buy |
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|
2023
Q2 | $4.61M | Sell |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $5.11M | Sell |
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|
2022
Q3 | $4.13M | Sell |
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|
2022
Q2 | $4.19M | Buy |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $2.49M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $64K | Buy |
|