Level Financial 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 | $816K | Sell |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.93M | Hold |
|
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|
2024
Q2 | $1.9M | Hold |
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|
2024
Q1 | $1.92M | Hold |
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|
2023
Q4 | $1.65M | Hold |
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|
2023
Q3 | $1.94M | Hold |
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|
2023
Q2 | $1.77M | Hold |
|
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $1.93M | Hold |
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|
2021
Q4 | $1.43M | Buy |
|