Fermata 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 | $692K | Sell |
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|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $811K | Buy |
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|
2024
Q1 | $796K | Sell |
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|
2023
Q4 | $772K | Buy |
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|
2023
Q3 | $882K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $597K | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $219K | Buy |
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