Confluence Wealth Services’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
$11.8M Buy
2025
Q1
$11.5M Buy
2024
Q4
$7.46M Buy
2024
Q3
$7.9M Buy
2024
Q2
$7.55M Buy
2024
Q1
$6.23M Buy
2023
Q4
$5.22M Buy
2023
Q3
$6.03M Buy
2023
Q2
$5.47M Buy
2023
Q1
$5.13M Buy
2022
Q4
$4.79M Buy
2022
Q3
$3.35M Sell
2022
Q2
$4.25M Buy
2022
Q1
$3.5M Buy
2021
Q4
$2.49M Buy