Claris Advisors’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 | $500K | Hold |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $754K | Sell |
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|
2024
Q4 | $687K | Buy |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $561K | Hold |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $750K | Buy |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $397K | Buy |
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