Kozak & Associates’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 | $510K | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $481K | Buy |
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|
2024
Q3 | $517K | Buy |
|
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|
2024
Q2 | $443K | Buy |
|
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|
2024
Q1 | $446K | Sell |
|
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|
2023
Q4 | $379K | Buy |
|
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $418K | Buy |
|
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $1.39M | Buy |
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|
2020
Q4 | $1.02M | Buy |
|