Regent Peak 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 | $673K | Buy |
|
|||||
|
2025
Q1 | $725K | Buy |
|
|||||
|
2024
Q4 | $616K | Sell |
|
|||||
|
2024
Q3 | $683K | Sell |
|
|||||
|
2024
Q2 | $674K | Buy |
|
|||||
|
2024
Q1 | $599K | Sell |
|
|||||
|
2023
Q4 | $533K | Sell |
|
|||||
|
2023
Q3 | $2.12M | Buy |
|
|||||
|
2023
Q2 | $1.93M | Buy |
|
|||||
|
2023
Q1 | $1.97M | Buy |
|
|||||
|
2022
Q4 | $1.98M | Buy |
|
|||||
|
2022
Q3 | $1.52M | Buy |
|
|||||
|
2022
Q2 | $1.44M | Buy |
|
|||||
|
2022
Q1 | $1.35M | Buy |
|
|||||
|
2021
Q4 | $951K | Buy |
|
|||||
|
2021
Q3 | $896K | Sell |
|
|||||
|
2021
Q2 | $882K | Buy |
|
|||||
|
2021
Q1 | $815K | Buy |
|
|||||
|
2020
Q4 | $568K | Sell |
|
|||||
|
2020
Q3 | $1.45M | Sell |
|
|||||
|
2020
Q2 | $1.93M | Buy |
|
|||||
|
2020
Q1 | $562K | Buy |
|
|||||
|
2019
Q4 | $484K | Buy |
|