PCG Wealth 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 | $387K | Buy |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $760K | Sell |
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $5.05M | Sell |
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|
2023
Q1 | $5.41M | Sell |
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|
2022
Q4 | $5.49M | Buy |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | $397K | Hold |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $245K | Buy |
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