CM Wealth 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
Q2 | $656K | Sell |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $983K | Hold |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $627K | Hold |
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|
2023
Q3 | $660K | Sell |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $766K | Sell |
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|
2022
Q4 | $733K | Hold |
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|
2022
Q3 | $580M | Hold |
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|
2022
Q2 | $569K | Buy |
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