Congress Wealth Management’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
$43.4M Buy
2025
Q1
$41.2M Buy
2024
Q4
$24.6M Sell
2024
Q3
$39.5M Buy
2024
Q2
$20.8M Buy
2024
Q1
$5.42M Sell
2023
Q4
$6.13M Sell
2023
Q3
$7.53M Buy
2023
Q2
$6.25M Buy
2023
Q1
$5.34M Buy
2022
Q4
$4.41M Sell
2022
Q3
$3.65M Buy
2022
Q2
$3.25M Sell
2022
Q1
$3.54M Sell
2021
Q4
$4.45M Buy