Mattern Wealth Management’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.63M	Sell	21,385 -657	-3%	-$95.9K	0.71%	27
2025 Q4	$2.65M	Buy	22,042 +239	+1%	+$27.7K	0.51%	34
2025 Q3	$2.46M	Sell	21,803 -564	-3%	-$62.7K	0.49%	34
2025 Q2	$2.41M	Sell	22,367 -2,600	-10%	-$278K	0.5%	36
2025 Q1	$2.97M	Buy	24,967 +1,950	+8%	+$216K	0.66%	32
2024 Q4	$2.48M	Sell	23,017 -3,730	-14%	-$436K	0.55%	35
2024 Q3	$3.14M	Sell	26,747 -370	-1%	-$42.7K	0.69%	28
2024 Q2	$3.12M	Buy	27,117 +1,765	+7%	+$206K	0.75%	36
2024 Q1	$2.95M	Buy	25,352 +3	+0%	+$314	0.72%	40
2023 Q4	$2.53M	Buy	25,349 +502	+2%	+$52.8K	0.65%	47
2023 Q3	$2.92M	Buy	24,847 +291	+1%	+$31.9K	0.86%	29
2023 Q2	$2.63M	Buy	24,556 +420	+2%	+$45.8K	0.77%	34
2023 Q1	$2.65M	Sell	24,136 -398	-2%	-$44K	0.88%	31
2022 Q4	$2.71M	Buy	24,534 +4,970	+25%	+$533K	1.09%	24
2022 Q3	$1.71M	Buy	19,564 +53	+0.3%	+$4.84K	0.69%	43
2022 Q2	$1.67M	Sell	19,511 -1,832	-9%	-$165K	0.65%	45
2022 Q1	$1.76M	Buy	21,343 +1,997	+10%	+$155K	0.58%	52
2021 Q4	$1.18M	Buy	19,346 +1,074	+6%	+$67.1K	0.35%	72
2021 Q3	$1.07M	Buy	18,272 +404	+2%	+$23K	0.36%	72
2021 Q2	$1.02M	Buy	17,868 +938	+6%	+$56K	0.33%	76
2021 Q1	$945K	Buy	16,930 +104	+0.6%	+$5.45K	0.33%	80
2020 Q4	$694K	Buy	16,826 +5	+0%	+$187	0.26%	86
2020 Q3	$577K	Sell	16,821 -3,061	-15%	-$125K	0.25%	87
2020 Q2	$889K	Sell	19,882 -6,496	-25%	-$291K	0.43%	72
2020 Q1	$1M	Sell	26,378 -5,084	-16%	-$281K	0.72%	47
2019 Q4	$2.19M	Buy	+31,462	New	+$2.18M	1.32%	22