Montis Financial’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 | $331K | Sell |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $765K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $502K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $488K | Hold |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $362K | Buy |
|