Monterey Private Wealth’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
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $2.67M | Sell |
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|
2023
Q2 | $2.59M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $823K | Sell |
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|
2020
Q3 | $691K | Buy |
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|
2020
Q2 | $882K | Sell |
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|
2020
Q1 | $813K | Sell |
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|
2019
Q4 | $1.59M | Buy |
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