Norris Financial Group, LLC’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$540K Sell
2025
Q4
$398K Buy
2025
Q3
$353K Buy
2025
Q2
$336K Buy
2025
Q1
$369K Buy
2024
Q4
$332K Sell
2024
Q3
$370K Sell
2024
Q2
$2.21M Sell
2024
Q1
$2.7M Buy
2023
Q4
$1.54M Buy
2023
Q3
$1.09M Sell
2023
Q2
$1.01M Sell
2023
Q1
$1.93M Sell
2022
Q4
$2.03M Sell
2022
Q3
$1.62M Buy
2022
Q2
$1.55M Buy
2022
Q1
$440K Buy
2021
Q4
$295K Sell
2021
Q3
$287K Buy
2021
Q2
$246K Buy
2021
Q1
$217K Buy