Peak Financial 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 | $335K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $296K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $356K | Sell |
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|
2019
Q2 | $402K | Sell |
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|
2019
Q1 | $446K | Buy |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $452K | Sell |
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|
2018
Q2 | $460K | Sell |
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|
2018
Q1 | $420K | Sell |
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|
2017
Q4 | $478K | Hold |
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|
2017
Q3 | $469K | Sell |
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|
2017
Q2 | $481K | Sell |
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|
2017
Q1 | $561K | Sell |
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|
2016
Q4 | $757K | Sell |
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|
2016
Q3 | $738K | Hold |
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|
2016
Q2 | $792K | Buy |
|