Gradient Capital 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 | $432K | Buy |
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|
2025
Q2 | $409K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $431K | Buy |
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|
2024
Q3 | $469K | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $307K | Buy |
|