Private Wealth Partners’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 | $795K | Buy |
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|
2025
Q2 | $752K | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.63M | Hold |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.47M | Hold |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $995K | Sell |
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|
2022
Q1 | $998K | Buy |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $622K | Hold |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $590K | Hold |
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|
2020
Q4 | $436K | Hold |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $482K | Buy |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $661K | Buy |
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|
2019
Q1 | $526K | Sell |
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|
2018
Q4 | $469K | Hold |
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|
2018
Q3 | $585K | Hold |
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|
2018
Q2 | $569K | Sell |
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|
2018
Q1 | $521K | Sell |
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|
2017
Q4 | $601K | Buy |
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|
2017
Q3 | $589K | Sell |
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|
2017
Q2 | $717K | Buy |
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|
2017
Q1 | $638K | Sell |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.21M | Sell |
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|
2016
Q2 | $1.34M | Hold |
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|
2016
Q1 | $1.2M | Hold |
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|
2015
Q4 | $1.12M | Sell |
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|
2015
Q3 | $2.22M | Buy |
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|
2015
Q2 | $2.39M | Buy |
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|
2015
Q1 | $2.42M | Sell |
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|
2014
Q4 | $2.72M | Sell |
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|
2014
Q3 | $2.86M | Sell |
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|
2014
Q2 | $3.42M | Sell |
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|
2014
Q1 | $3.34M | Sell |
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|
2013
Q4 | $6.59M | Sell |
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|
2013
Q3 | $6.57M | Sell |
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|
2013
Q2 | $7.02M | Buy |
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