Montz Harcus Wealth Management’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 | $1.65M | Buy |
|
|||||
|
2025
Q2 | $1.54M | Sell |
|
|||||
|
2025
Q1 | $1.71M | Buy |
|
|||||
|
2024
Q4 | $1.54M | Buy |
|
|||||
|
2024
Q3 | $1.64M | Sell |
|
|||||
|
2024
Q2 | $1.61M | Buy |
|
|||||
|
2024
Q1 | $1.43M | Sell |
|
|||||
|
2023
Q4 | $1.27M | Buy |
|
|||||
|
2023
Q3 | $1.49M | Buy |
|
|||||
|
2023
Q2 | $1.34M | Buy |
|
|||||
|
2023
Q1 | $1.34M | Sell |
|
|||||
|
2022
Q4 | $1.38M | Sell |
|
|||||
|
2022
Q3 | $1.12M | Buy |
|
|||||
|
2022
Q2 | $1.07M | Buy |
|
|||||
|
2022
Q1 | $1.03M | Sell |
|
|||||
|
2021
Q4 | $777K | Buy |
|