Tanglewood Legacy 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 | $907K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $905K | Sell |
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|
2024
Q3 | $992K | Sell |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $987K | Buy |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $997K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $516K | Buy |
|