Partners in Financial Planning’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 | $1.36M | Hold |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.49M | Hold |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.46M | Hold |
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|
2023
Q4 | $1.26M | Hold |
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|
2023
Q3 | $1.48M | Hold |
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|
2023
Q2 | $1.35M | Hold |
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|
2023
Q1 | $1.38M | Hold |
|
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|
2022
Q4 | $1.34M | Hold |
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|
2022
Q3 | $1.41M | Hold |
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|
2022
Q2 | $1.21M | Hold |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $947K | Hold |
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|
2021
Q2 | $1.02M | Buy |
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