Stonebridge Financial Planning 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
Q2 | $702K | Buy |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $729K | Sell |
|
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|
2024
Q2 | $741K | Buy |
|
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|
2024
Q1 | $286K | Buy |
|
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $100K | Buy |
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|
2021
Q2 | $94K | Buy |
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|
2021
Q1 | $85K | Buy |
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|
2020
Q4 | $21K | Sell |
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|
2020
Q3 | $34K | Sell |
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|
2020
Q2 | $106K | Hold |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $204K | Buy |
|