OneAscent 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
Q2 | $825K | Buy |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $703K | Buy |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $645K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $716K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $570K | Sell |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $412K | Buy |
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