Sovereign Financial Group’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 | $2.67M | Buy |
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|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $2.46M | Buy |
|
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.08M | Buy |
|
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.14M | Buy |
|
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.86M | Buy |
|
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.17M | Buy |
|
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q3 | $589K | Sell |
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|
2021
Q2 | $569K | Hold |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $327K | Buy |
|