Ellsworth Advisors’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
$3.04M Buy
2025
Q2
$2.69M Buy
2025
Q1
$2.93M Sell
2024
Q4
$2.7M Buy
2024
Q3
$2.87M Buy
2024
Q2
$2.79M Buy
2024
Q1
$2.85M Buy
2023
Q4
$2.34M Sell
2023
Q3
$2.84M Sell
2023
Q2
$2.75M Sell
2023
Q1
$2.87M Buy
2022
Q4
$2.88M Sell
2022
Q3
$2.33M Sell
2022
Q2
$2.31M Sell
2022
Q1
$2.4M Buy
2021
Q4
$255K Hold
2021
Q3
$246K Buy