Summit Trail Advisors’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 | $12.2M | Buy |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $7.41M | Buy |
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|
2024
Q3 | $5.76M | Buy |
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|
2024
Q2 | $4.58M | Buy |
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|
2024
Q1 | $4.59M | Buy |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $3.24M | Buy |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $599K | Buy |
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|
2018
Q2 | $114K | Sell |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.83M | Buy |
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