Spartan Planning & Wealth Management’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
$1.04M Buy
2025
Q2
$431K Buy
2025
Q1
$394K Buy
2023
Q4
Sell
2023
Q3
$139K Buy
2022
Q4
$314K Buy
2022
Q3
$169K Sell
2022
Q2
$287K Buy
2022
Q1
$135K Buy