Encompass Wealth Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $677K | Hold |
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|
2025
Q4 | $480K | Hold |
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|
2025
Q3 | $450K | Buy |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $691K | Hold |
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|
2024
Q2 | $679K | Hold |
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|
2024
Q1 | $685K | Sell |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $696K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $276K | Buy |
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