Costello Asset 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 | $372K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $91K | Buy |
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|
2024
Q2 | $55.3K | Hold |
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|
2024
Q1 | $55.8K | Hold |
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|
2023
Q4 | $48K | Hold |
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|
2023
Q3 | $56.4K | Hold |
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|
2023
Q2 | $51.5K | Hold |
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|
2023
Q1 | $52.6K | Sell |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $93K | Sell |
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|
2021
Q4 | $176K | Sell |
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|
2021
Q3 | $170K | Sell |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $198K | Sell |
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|
2020
Q4 | $163K | Sell |
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|
2020
Q3 | $380K | Sell |
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|
2020
Q2 | $534K | Buy |
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|
2019
Q3 | $882K | Sell |
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|
2019
Q2 | $992K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.08M | Buy |
|