Paragon Private 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
Q3
$850K Sell
2025
Q2
$947K Sell
2025
Q1
$1.19M Sell
2024
Q4
$1.08M Buy
2024
Q3
$1.03M Buy
2024
Q2
$896K Sell
2024
Q1
$924K Buy
2023
Q4
$772K Buy
2023
Q3
$877K Sell
2023
Q2
$860K Buy
2023
Q1
$826K Buy
2022
Q4
$717K Buy
2022
Q3
$579K Buy
2022
Q2
$237K Buy