Sterling Financial Planning’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 | $1.47M | Buy |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.59M | Buy |
|
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|
2024
Q4 | $937K | Buy |
|
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|
2024
Q3 | $964K | Sell |
|
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|
2024
Q2 | $999K | Sell |
|
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|
2024
Q1 | $1.25M | Sell |
|
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|
2023
Q4 | $1.11M | Buy |
|
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|
2023
Q3 | $1.08M | Sell |
|
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|
2023
Q2 | $1.05M | Sell |
|
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|
2023
Q1 | $1.12M | Sell |
|
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|
2022
Q4 | $1.25M | Sell |
|
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|
2022
Q3 | $1.04M | Sell |
|
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|
2022
Q2 | $1.03M | Sell |
|
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|
2022
Q1 | $1.07M | Buy |
|
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|
2021
Q4 | $598K | Buy |
|
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|
2021
Q3 | $551K | Sell |
|
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|
2021
Q2 | $601K | Sell |
|
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|
2021
Q1 | $610K | Sell |
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|
2020
Q4 | $536K | Buy |
|