J.W. Cole 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
$40.7M Sell
2025
Q2
$39.4M Buy
2025
Q1
$40.8M Buy
2024
Q4
$15.8M Sell
2024
Q3
$17.6M Buy
2024
Q2
$16.7M Buy
2024
Q1
$13.1M Buy
2023
Q4
$10.5M Buy
2023
Q3
$11.7M Buy
2023
Q2
$10.6M Sell
2023
Q1
$11.3M Buy
2022
Q4
$10.8M Buy
2022
Q3
$8.23M Sell
2022
Q2
$8.2M Sell
2022
Q1
$8.14M Buy
2021
Q4
$5.9M Sell
2021
Q3
$5.95M Buy
2021
Q2
$5.83M Buy
2021
Q1
$5.02M Buy
2020
Q4
$3.56M Sell
2020
Q3
$8.87M Buy
2020
Q2
$3.9M Buy
2020
Q1
$557K Sell
2019
Q4
$6.42M Buy