Panoramic Investment 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
$565K Buy
2025
Q2
$508K Buy
2025
Q1
$560K Buy
2024
Q4
$506K Buy
2024
Q3
$469K Buy
2024
Q1
$418K Buy
2023
Q4
$354K Hold
2023
Q3
$417K Buy
2022
Q4
$391K Buy