Moller Wealth Partners’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 | $304K | Buy |
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|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $306K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $345K | Hold |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $411K | Hold |
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|
2019
Q3 | $415K | Hold |
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|
2019
Q2 | $451K | Hold |
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|
2019
Q1 | $475K | Sell |
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|
2018
Q4 | $639K | Buy |
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|
2018
Q3 | $500K | Hold |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $439K | Sell |
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|
2017
Q4 | $559K | Hold |
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|
2017
Q3 | $548K | Sell |
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|
2017
Q2 | $644K | Buy |
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|
2017
Q1 | $630K | Hold |
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|
2016
Q4 | $693K | Hold |
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|
2016
Q3 | $671K | Hold |
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|
2016
Q2 | $720K | Hold |
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|
2016
Q1 | $642K | Hold |
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|
2015
Q4 | $599K | Sell |
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|
2015
Q3 | $642K | Buy |
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|
2015
Q2 | $639K | Sell |
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|
2015
Q1 | $734K | Hold |
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|
2014
Q4 | $798K | Buy |
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|
2014
Q3 | $751K | Sell |
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|
2014
Q2 | $897K | Hold |
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|
2014
Q1 | $870K | Buy |
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|
2013
Q4 | $871K | Buy |
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|
2013
Q3 | $739K | Sell |
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|
2013
Q2 | $785K | Buy |
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