Lyell 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 | $2.37M | Sell |
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|
2025
Q2 | $2.33M | Buy |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.95M | Hold |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $877K | Hold |
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|
2023
Q2 | $800K | Sell |
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|
2023
Q1 | $826K | Buy |
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|
2022
Q4 | $814K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $543K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $691K | Sell |
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|
2019
Q3 | $713K | Hold |
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|
2019
Q2 | $774K | Sell |
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|
2019
Q1 | $844K | Buy |
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|
2018
Q4 | $701K | Sell |
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|
2018
Q3 | $887K | Sell |
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|
2018
Q2 | $947K | Buy |
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|
2018
Q1 | $815K | Sell |
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|
2017
Q4 | $1.27M | Sell |
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|
2017
Q3 | $1.72M | Sell |
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|
2017
Q2 | $1.84M | Sell |
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|
2017
Q1 | $1.94M | Sell |
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|
2016
Q4 | $3.49M | Buy |
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