Summit Financial Strategies’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 | $1.32M | Sell |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.39M | Hold |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $983K | Sell |
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|
2021
Q3 | $975K | Buy |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $308K | Sell |
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|
2020
Q2 | $404K | Sell |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $305K | Buy |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $310K | Buy |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $263K | Buy |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $320K | Sell |
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|
2017
Q3 | $347K | Sell |
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|
2017
Q2 | $498K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $475K | Buy |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $496K | Buy |
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|
2016
Q1 | $416K | Sell |
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|
2015
Q4 | $399K | Sell |
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|
2015
Q3 | $452K | Sell |
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|
2015
Q2 | $935K | Buy |
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|
2015
Q1 | $463K | Sell |
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|
2014
Q4 | $859K | Buy |
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