ShankerValleau 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 | $422K | Hold |
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|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $243K | Buy |
|