Cypress 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
Q3 | $1.81M | Buy |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $895K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $529K | Sell |
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|
2021
Q3 | $625K | Sell |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $867K | Sell |
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|
2020
Q4 | $663K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $704K | Sell |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $4.42M | Sell |
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|
2019
Q3 | $4.88M | Buy |
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|
2019
Q2 | $5.18M | Buy |
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|
2019
Q1 | $5.24M | Sell |
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|
2018
Q4 | $4.43M | Sell |
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|
2018
Q3 | $5.73M | Buy |
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|
2018
Q2 | $5.06M | Buy |
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|
2018
Q1 | $4.1M | Sell |
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|
2017
Q4 | $4.89M | Buy |
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