Summit Wealth & Retirement Planning’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 | $715K | Sell |
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|
2025
Q2 | $744K | Buy |
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|
2025
Q1 | $816K | Buy |
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|
2024
Q4 | $731K | Buy |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $371K | Sell |
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|
2019
Q2 | $432K | Sell |
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|
2019
Q1 | $757K | Sell |
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|
2018
Q4 | $706K | Buy |
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