SWS 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 | $365K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $222K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $65K | Buy |
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|
2017
Q4 | $14K | Buy |
|