Karpas Strategies’s Exxon Mobil XOM Stock Holding History

Karpas Strategies’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$4.28M	Buy
2024 Q1	$4.32M	Sell
2023 Q4	$3.72M	Sell
2023 Q3	$4.4M	Buy
2023 Q2	$4.01M	Buy
2023 Q1	$4.1M	Buy
2022 Q4	$4.12M	Buy
2022 Q3	$3.26M	Sell
2022 Q2	$3.26M	Buy
2022 Q1	$3.15M	Sell
2021 Q4	$2.33M	Sell
2021 Q3	$2.49M	Hold
2021 Q2	$2.42M	Hold
2021 Q1	$2.14M	Sell
2020 Q4	$1.59M	Hold
2020 Q3	$1.32M	Hold
2020 Q2	$1.73M	Sell
2020 Q1	$1.49M	Sell
2019 Q4	$3.17M	Hold
2019 Q3	$3.21M	Hold
2019 Q2	$3.48M	Hold
2019 Q1	$3.67M	Buy
2018 Q4	$3.1M	Hold
2018 Q3	$3.86M	Hold
2018 Q2	$3.76M	Hold
2018 Q1	$3.39M	Buy
2017 Q4	$3.79M	Hold
2017 Q3	$3.72M	Hold
2017 Q2	$3.66M	Sell
2017 Q1	$3.77M	Hold
2016 Q4	$4.15M	Buy
2016 Q3	$3.8M	Hold
2016 Q2	$4.08M	Hold
2016 Q1	$3.64M	Hold
2015 Q4	$3.39M	Hold
2015 Q3	$3.24M	Hold
2015 Q2	$3.62M	Hold
2015 Q1	$3.7M	Hold
2014 Q4	$4.03M	Hold
2014 Q3	$4.09M	Buy
2014 Q2	$4.35M	Hold
2014 Q1	$4.22M	Sell
2013 Q4	$4.6M	Hold
2013 Q3	$3.91M	Hold
2013 Q2	$4.11M	Buy