CarsonAllaria 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 | $310K | Buy |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $258K | Buy |
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