Montag & Caldwell’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 | $484K | Hold |
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|
2025
Q1 | $534K | Hold |
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|
2024
Q4 | $483K | Hold |
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|
2024
Q3 | $527K | Hold |
|
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|
2024
Q2 | $517K | Hold |
|
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|
2024
Q1 | $522K | Hold |
|
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|
2023
Q4 | $449K | Hold |
|
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|
2023
Q3 | $528K | Hold |
|
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $496K | Hold |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $385K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.17M | Hold |
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|
2014
Q4 | $1.28M | Hold |
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|
2014
Q3 | $1.3M | Hold |
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|
2014
Q2 | $1.39M | Hold |
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|
2014
Q1 | $1.35M | Hold |
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|
2013
Q4 | $1.4M | Sell |
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|
2013
Q3 | $1.21M | Hold |
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|
2013
Q2 | $1.27M | Buy |
|