Concord Wealth Partners’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
$4.22M Buy
2025
Q2
$3.98M Sell
2025
Q1
$4.66M Sell
2024
Q4
$4.97M Buy
2024
Q3
$4.86M Buy
2024
Q2
$4.53M Buy
2024
Q1
$4.41M Buy
2023
Q4
$3.23M Buy
2023
Q3
$2.82M Sell
2023
Q2
$3.03M Buy
2023
Q1
$1.91M Buy
2022
Q4
$783K Sell
2022
Q3
$819K Sell
2022
Q2
$819K Sell
2022
Q1
$799K Sell
2021
Q4
$621K Buy
2021
Q3
$305K Sell
2021
Q2
$448K Sell
2021
Q1
$442K Sell
2020
Q4
$352K Buy