Charles Schwab Investment Advisory’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $249K | Sell |
|
|||||
|
2023
Q4 | $295K | Sell |
|
|||||
|
2023
Q3 | $371K | Sell |
|
|||||
|
2023
Q2 | $385K | Buy |
|
|||||
|
2023
Q1 | $392K | Sell |
|
|||||
|
2022
Q4 | $414K | Sell |
|
|||||
|
2022
Q3 | $366K | Sell |
|
|||||
|
2022
Q2 | $384K | Buy |
|
|||||
|
2022
Q1 | $349K | Buy |
|
|||||
|
2021
Q4 | $255K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $378M | Buy |
|
|||||
|
2019
Q3 | $377M | Buy |
|
|||||
|
2019
Q2 | $398M | Sell |
|
|||||
|
2019
Q1 | $466M | Buy |
|
|||||
|
2018
Q4 | $330M | Buy |
|
|||||
|
2018
Q3 | $411M | Buy |
|
|||||
|
2018
Q2 | $394M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $376K | Buy |
|