Legacy CG’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
$276K Hold
2025
Q2
$264K Hold
2025
Q1
$291K Hold
2024
Q4
$263K Hold
2024
Q3
$287K Hold
2024
Q2
$282K Hold
2024
Q1
$284K Hold
2023
Q4
$245K Sell
2023
Q3
$305K Sell
2023
Q2
$420K Buy
2023
Q1
$268K Hold
2022
Q4
$270K Hold
2022
Q3
$214K Hold
2022
Q2
$210K Sell
2022
Q1
$269K Sell
2021
Q4
$213K Buy