IVC 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 | $922K | Sell |
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|
2025
Q2 | $901K | Sell |
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|
2025
Q1 | $999K | Buy |
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|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $842K | Sell |
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|
2024
Q1 | $947K | Buy |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $909K | Buy |
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|
2023
Q2 | $822K | Sell |
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|
2023
Q1 | $922K | Buy |
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|
2022
Q4 | $923K | Buy |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $274K | Buy |
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