Castle Rock 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 | $1.88M | Buy |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.34M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $525K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $354K | Sell |
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|
2018
Q2 | $531K | Sell |
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|
2018
Q1 | $483K | Sell |
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|
2017
Q4 | $657K | Buy |
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