J. Safra Asset Management’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
Q2 | $743K | Buy |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $478K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $199K | Buy |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $35K | Sell |
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|
2016
Q2 | $65K | Sell |
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|
2016
Q1 | $527K | Buy |
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