Congress Wealth Management’s ExxonMobil 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	402,340 +54,890	+16%	+$5.87M	0.42%	47
2025 Q1	$41.2M	Buy	347,450 +118,809	+52%	+$13.1M	0.49%	45
2024 Q4	$24.6M	Sell	228,641 -107,969	-32%	-$12.6M	0.34%	75
2024 Q3	$39.5M	Buy	336,610 +155,880	+86%	+$18M	0.53%	41
2024 Q2	$20.8M	Buy	180,730 +134,071	+287%	+$15.6M	0.33%	74
2024 Q1	$5.42M	Sell	46,659 -14,629	-24%	-$1.53M	0.09%	218
2023 Q4	$6.13M	Sell	61,288 -2,739	-4%	-$288K	0.11%	202
2023 Q3	$7.53M	Buy	64,027 +5,713	+10%	+$627K	0.16%	173
2023 Q2	$6.25M	Buy	58,314 +9,576	+20%	+$1.04M	0.15%	167
2023 Q1	$5.34M	Buy	48,738 +8,724	+22%	+$965K	0.13%	182
2022 Q4	$4.41M	Sell	40,014 -1,845	-4%	-$198K	0.11%	192
2022 Q3	$3.65M	Buy	41,859 +3,947	+10%	+$360K	0.1%	206
2022 Q2	$3.25M	Sell	37,912 -4,963	-12%	-$448K	0.08%	235
2022 Q1	$3.54M	Sell	42,875 -29,789	-41%	-$2.32M	0.08%	246
2021 Q4	$4.45M	Buy	+72,664	New	+$4.54M	0.09%	238