Trail Ridge Investment 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
Q3 | $675K | Buy |
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|
2025
Q2 | $525K | Hold |
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|
2025
Q1 | $559K | Hold |
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|
2024
Q4 | $506K | Hold |
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|
2024
Q3 | $565K | Hold |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $597K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $397K | Buy |
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