Schwarz Dygos Wheeler Investment 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 | $536K | Hold |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $604K | Hold |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $593K | Hold |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $961K | Buy |
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|
2020
Q4 | $700K | Sell |
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|
2020
Q3 | $764K | Buy |
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|
2020
Q2 | $848K | Buy |
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|
2020
Q1 | $739K | Buy |
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|
2019
Q4 | $366K | Sell |
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|
2019
Q3 | $601K | Buy |
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|
2019
Q2 | $646K | Buy |
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|
2019
Q1 | $656K | Sell |
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|
2018
Q4 | $582K | Buy |
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