Instrumental Wealth’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
Q4 | $741K | Buy |
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|
2025
Q3 | $559K | Buy |
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|
2025
Q2 | $544K | Buy |
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|
2025
Q1 | $504K | Sell |
|
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|
2024
Q4 | $514K | Sell |
|
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|
2024
Q3 | $581K | Buy |
|
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $412K | Buy |
|
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|
2023
Q2 | $372K | Sell |
|
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|
2023
Q1 | $384K | Buy |
|