Icon Wealth Partners’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$17M Sell
2023
Q2
$15.7M Sell
2023
Q1
$16.4M Buy
2022
Q2
$12.3M Sell
2022
Q1
$16.2M Buy
2021
Q4
$11.2M Buy
2021
Q3
$10.4M Buy
2021
Q2
$10.9M Buy
2021
Q1
$9.03M Buy
2020
Q4
$6.14M Buy
2020
Q3
$4.84M Buy
2020
Q2
$3.37M Buy
2020
Q1
$2.01M Buy
2019
Q4
$1.84M Sell
2019
Q3
$1.92M Sell
2019
Q2
$2.1M Buy
2019
Q1
$2.04M Sell
2018
Q4
$1.73M Sell
2018
Q3
$2.2M Sell
2018
Q2
$2.81M Sell
2018
Q1
$2.55M Buy
2017
Q4
$2.4M Buy