Center for 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 | $1.56M | Sell |
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|
2025
Q1 | $1.74M | Hold |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $778K | Buy |
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|
2021
Q3 | $728K | Buy |
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|
2021
Q2 | $770K | Hold |
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|
2021
Q1 | $681K | Sell |
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|
2020
Q4 | $508K | Sell |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $602K | Sell |
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|
2020
Q1 | $642K | Buy |
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|
2019
Q4 | $1.16M | Buy |
|