Moss Adams Wealth Advisors’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
$4.08M Buy
2025
Q2
$3.87M Sell
2025
Q1
$4.29M Buy
2024
Q4
$3.54M Buy
2024
Q3
$3.61M Sell
2024
Q2
$3.56M Buy
2024
Q1
$3.25M Buy
2023
Q4
$2M Buy
2023
Q3
$2.3M Sell
2023
Q2
$2.12M Buy
2023
Q1
$2.12M Buy
2022
Q4
$1.99M Buy