Sendero Wealth Management’s Exxon Mobil XOM Stock Holding History

Sendero Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.43M	Sell
2025 Q2	$8.17M	Sell
2025 Q1	$9.3M	Buy
2024 Q4	$6.84M	Buy
2024 Q3	$7.45M	Sell
2024 Q2	$7.34M	Buy
2024 Q1	$7.34M	Buy
2023 Q4	$6.29M	Sell
2023 Q3	$7.4M	Hold
2023 Q2	$6.75M	Buy