O'Brien Wealth Partners’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 | $76.9K | Sell |
|
|||||
2025
Q1 | $89.6K | Sell |
|
|||||
2024
Q4 | $102K | Hold |
|
|||||
2024
Q3 | $111K | Sell |
|
|||||
2024
Q2 | $188K | Buy |
|
|||||
2024
Q1 | $168K | Sell |
|
|||||
2023
Q4 | $169K | Sell |
|
|||||
2023
Q3 | $256K | Buy |
|
|||||
2023
Q2 | $233K | Buy |
|
|||||
2023
Q1 | $158K | Sell |
|
|||||
2022
Q4 | $221K | Sell |
|
|||||
2022
Q3 | $253K | Sell |
|
|||||
2022
Q2 | $257K | Sell |
|
|||||
2022
Q1 | $254K | Buy |
|
|||||
2021
Q4 | $230K | Sell |
|
|||||
2021
Q3 | $186K | Sell |
|
|||||
2021
Q2 | $221K | Buy |
|
|||||
2020
Q1 | – | Sell |
|
|||||
2019
Q4 | $276K | Sell |
|
|||||
2019
Q3 | $316K | Sell |
|
|||||
2019
Q2 | $395K | Buy |
|
|||||
2019
Q1 | $416K | Buy |
|
|||||
2018
Q4 | $355K | Sell |
|
|||||
2018
Q3 | $846K | Buy |
|
|||||
2018
Q2 | – | Sell |
|
|||||
2018
Q1 | $408K | Buy |
|
|||||
2017
Q4 | $425K | Sell |
|
|||||
2017
Q3 | $427K | Hold |
|
|||||
2017
Q2 | $420K | Buy |
|
|||||
2017
Q1 | $400K | Sell |
|
|||||
2016
Q4 | $478K | Hold |
|
|||||
2016
Q3 | $462K | Hold |
|
|||||
2016
Q2 | $496K | Hold |
|
|||||
2016
Q1 | $443K | Hold |
|
|||||
2015
Q4 | $413K | Buy |
|