Fee-Only Financial 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 | $663K | Sell |
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|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $739K | Hold |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $746K | Hold |
|
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|
2024
Q2 | $733K | Sell |
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|
2024
Q1 | $758K | Hold |
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|
2023
Q4 | $652K | Hold |
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|
2023
Q3 | $766K | Hold |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $753K | Hold |
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|
2022
Q4 | $757K | Buy |
|