Mark Sheptoff Financial Planning’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 | $279K | Sell |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $189K | Buy |
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|
2021
Q3 | $107K | Sell |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $133K | Sell |
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|
2020
Q4 | $119K | Sell |
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|
2020
Q3 | $154K | Hold |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | $512K | Sell |
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|
2019
Q2 | $685K | Sell |
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|
2019
Q1 | $792K | Sell |
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|
2018
Q4 | $746K | Sell |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $999K | Buy |
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|
2018
Q1 | $900K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.1M | Sell |
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.31M | Sell |
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|
2016
Q3 | $1.33M | Buy |
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|
2016
Q2 | $1.33M | Sell |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.19M | Sell |
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|
2015
Q3 | $1.22M | Sell |
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|
2015
Q2 | $1.64M | Buy |
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|
2015
Q1 | $1.39M | Buy |
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|
2014
Q4 | $1.51M | Buy |
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|
2014
Q3 | $1.44M | Buy |
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|
2014
Q2 | $1.53M | Sell |
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|
2014
Q1 | $1.52M | Buy |
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