RF&L Wealth 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
$384K Hold
2025
Q2
$367K Hold
2025
Q1
$405K Hold
2024
Q4
$366K Sell
2024
Q3
$619K Sell
2024
Q2
$726K Hold
2024
Q1
$733K Buy
2023
Q4
$625K Hold
2023
Q3
$735K Hold
2023
Q2
$671K Hold
2023
Q1
$686K Hold
2022
Q4
$690K Buy