Litman Gregory Wealth Management’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 | $215K | Hold |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $340K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $27K | Sell |
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|
2020
Q4 | $29K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $46K | Buy |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $43K | Buy |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $38K | Buy |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $134 | Hold |
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|
2017
Q3 | $131K | Buy |
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