Seneca Financial 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 | $2.38M | Hold |
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|
2025
Q2 | $2.28M | Hold |
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|
2025
Q1 | $2.51M | Sell |
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|
2024
Q4 | $2.28M | Hold |
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|
2024
Q3 | $2.48M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.47M | Sell |
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|
2023
Q4 | $2.13M | Hold |
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|
2023
Q3 | $2.5M | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $2.33M | Hold |
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|
2022
Q4 | $2.34M | Hold |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.81M | Hold |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $900K | Buy |
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