Elk River 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 | $7.85M | Buy |
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|
2025
Q2 | $7.49M | Sell |
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|
2025
Q1 | $8.34M | Sell |
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|
2024
Q4 | $7.68M | Sell |
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|
2024
Q3 | $8.46M | Buy |
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|
2024
Q2 | $8.08M | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $496K | Hold |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $241K | Buy |
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