Phoenix 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
Q2 | $298K | Buy |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $691K | Buy |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $403K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $20K | Buy |
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