Epstein & White Financial’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$303K Buy
2021
Q1
$268K Sell
2020
Q4
$239K Sell
2020
Q3
$252K Buy
2020
Q2
$328K Sell
2020
Q1
$617K Buy
2019
Q4
$1.06M Buy
2019
Q3
$1.02M Buy
2019
Q2
$1.03M Buy
2019
Q1
$787K Buy
2018
Q4
$407K Buy
2018
Q3
$487K Sell
2018
Q2
$703K Sell
2018
Q1
$656K Buy
2017
Q4
$694K Buy