Falcon Wealth Planning’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
$557K Buy
2025
Q2
$435K Sell
2025
Q1
$546K Buy
2024
Q4
$398K Buy
2024
Q3
$350K Buy
2024
Q2
$322K Buy
2024
Q1
$297K Buy
2023
Q4
$252K Buy
2023
Q3
$266K Buy
2023
Q2
$237K Buy
2023
Q1
$215K Sell
2022
Q4
$218K Buy