Financial Synergies Wealth 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 | $5.71M | Buy |
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|
2025
Q2 | $5.45M | Buy |
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|
2025
Q1 | $5.69M | Buy |
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|
2024
Q4 | $4.98M | Sell |
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|
2024
Q3 | $5.45M | Buy |
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|
2024
Q2 | $5.29M | Buy |
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|
2024
Q1 | $5.34M | Buy |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $5.4M | Buy |
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|
2023
Q2 | $4.28M | Sell |
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|
2023
Q1 | $4.4M | Buy |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $64.3K | Buy |
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|
2022
Q2 | $54.2K | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $461K | Buy |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $540K | Sell |
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|
2019
Q3 | $582K | Buy |
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|
2019
Q2 | $628K | Buy |
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|
2019
Q1 | $635K | Buy |
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