Summit 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
Q3 | $222K | Buy |
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|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Buy |
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