Montag & Associates’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 | $9.84M | Sell |
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|
2025
Q1 | $11.3M | Sell |
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|
2024
Q4 | $10.3M | Sell |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $9.76M | Sell |
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|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $11.2M | Buy |
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|
2023
Q1 | $9.35M | Buy |
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|
2022
Q4 | $9.3M | Buy |
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|
2022
Q3 | $7.34M | Buy |
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|
2022
Q2 | $7.18M | Buy |
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|
2022
Q1 | $6.92M | Sell |
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|
2021
Q4 | $5.76M | Buy |
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|
2021
Q3 | $5.32M | Sell |
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|
2021
Q2 | $6.06M | Sell |
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|
2021
Q1 | $6.09M | Sell |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $3.89M | Buy |
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|
2020
Q2 | $4.72M | Sell |
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|
2020
Q1 | $4.11M | Sell |
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|
2019
Q4 | $8.87M | Sell |
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|
2019
Q3 | $9.23M | Sell |
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|
2019
Q2 | $10.3M | Buy |
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|
2019
Q1 | $10M | Sell |
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|
2018
Q4 | $8.49M | Buy |
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|
2018
Q3 | $9.77M | Buy |
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|
2018
Q2 | $9.41M | Buy |
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|
2018
Q1 | $7.97M | Sell |
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|
2017
Q4 | $8.98M | Buy |
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|
2017
Q3 | $8.55M | Buy |
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|
2017
Q2 | $8.18M | Buy |
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|
2017
Q1 | $7.91M | Sell |
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|
2016
Q4 | $9.31M | Buy |
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|
2016
Q3 | $8.94M | Buy |
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|
2016
Q2 | $6M | Sell |
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|
2016
Q1 | $5.42M | Sell |
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|
2015
Q4 | $5.08M | Sell |
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|
2015
Q3 | $4.91M | Sell |
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|
2015
Q2 | $5.57M | Sell |
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|
2015
Q1 | $5.69M | Sell |
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|
2014
Q4 | $6.26M | Buy |
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|
2014
Q3 | $5.62M | Buy |
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|
2014
Q2 | $5.84M | Buy |
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|
2014
Q1 | $5.42M | Buy |
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|
2013
Q4 | $5.16M | Buy |
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|
2013
Q3 | $4.18M | Sell |
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|
2013
Q2 | $4.42M | Buy |
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