Edge 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
Q3 | $15.8M | Sell |
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|
2025
Q2 | $15.2M | Sell |
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|
2025
Q1 | $17.2M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $133K | Sell |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $152K | Buy |
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|
2021
Q1 | $115K | Sell |
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|
2020
Q4 | $106K | Sell |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q2 | $179K | Sell |
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|
2020
Q1 | $5.28M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $798K | Sell |
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|
2019
Q1 | $873K | Sell |
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|
2018
Q4 | $848K | Sell |
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|
2018
Q3 | $1.24M | Sell |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $964K | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $4.92M | Sell |
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|
2017
Q1 | $5.02M | Buy |
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|
2016
Q4 | $4.41M | Sell |
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|
2016
Q3 | $4.16M | Buy |
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|
2016
Q2 | $4.29M | Sell |
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|
2016
Q1 | $3.9M | Sell |
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|
2015
Q4 | $3.89M | Buy |
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|
2015
Q3 | $3.4M | Buy |
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|
2015
Q2 | $2.64M | Buy |
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|
2015
Q1 | $2.69M | Sell |
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|
2014
Q4 | $2.99M | Buy |
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|
2014
Q3 | $2.66M | Buy |
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|
2014
Q2 | $2.81M | Buy |
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|
2014
Q1 | $2.56M | Sell |
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|
2013
Q4 | $2.68M | Sell |
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|
2013
Q3 | $2.38M | Buy |
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|
2013
Q2 | $2.45M | Buy |
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