Briaud Financial Planning’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 | $1.64M | Buy |
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|
2025
Q1 | $1.79M | Hold |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.23M | Buy |
|
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|
2023
Q3 | $1.41M | Hold |
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|
2023
Q2 | $1.29M | Buy |
|
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $812K | Buy |
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|
2022
Q3 | $811K | Buy |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $483 | Sell |
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|
2020
Q3 | $556K | Buy |
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|
2020
Q2 | $667K | Buy |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $1.63M | Buy |
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