Strategic Wealth Partners’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 | $3.22M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $313K | Sell |
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|
2019
Q3 | $55.2K | Sell |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $1.74M | Buy |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | $1.36M | Sell |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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