Operose 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
Q2
$909K Hold
2025
Q1
$1M Hold
2024
Q4
$907K Buy
2024
Q3
$475K Hold
2024
Q2
$466K Sell
2024
Q1
$488K Buy
2023
Q4
$142K Sell
2023
Q3
$537K Buy
2023
Q2
$96.6K Hold
2023
Q1
$98.8K Sell
2022
Q4
$360K Buy
2022
Q3
$41K Buy
2022
Q2
$6K Hold
2022
Q1
$6K Hold
2021
Q4
$5K Buy