SkyOak Wealth’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 | $534K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Buy |
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