Orion Portfolio Solutions’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
Q1
$34.1M Buy
2024
Q4
$29.4M Buy
2024
Q3
$27.5M Buy
2024
Q2
$24M Buy
2024
Q1
$19.3M Buy
2023
Q4
$15.1M Buy
2023
Q3
$17.4M Sell
2023
Q2
$10.4M Buy
2023
Q1
$16.6M Buy
2022
Q4
$7.05M Buy
2022
Q3
$4.22M Buy
2022
Q2
$3.81M Buy
2022
Q1
$3.44M Sell
2021
Q4
$2.96M Sell
2021
Q3
$2.98M Buy
2021
Q2
$2.95M Buy
2021
Q1
$2.38M Sell
2020
Q4
$2.01M Buy
2020
Q3
$1.63M Buy
2020
Q2
$2M Buy
2020
Q1
$1.44M Sell
2019
Q4
$2.65M Buy