McCarter Private Wealth Services’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
$892K Sell
2025
Q2
$896K Sell
2025
Q1
$1.14M Buy
2024
Q4
$1.01M Sell
2024
Q3
$1.11M Buy