Peak Planning Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.17M Buy
2025
Q4
$1.53M Buy
2025
Q3
$984K Buy
2024
Q4
$1.71M Buy
2024
Q2
$2.27M Buy
2024
Q1
$1.85M Buy
2023
Q4
$1.56M Sell
2023
Q3
$1.84M Sell
2023
Q2
$1.71M Buy
2023
Q1
$1.74M Sell
2022
Q4
$1.78M Buy
2022
Q3
$1.39M Sell
2022
Q2
$1.38M Buy
2021
Q4
$971K Sell
2021
Q3
$939K Buy