Transcend Capital 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
$9.42M Sell
2025
Q1
$11.2M Buy
2024
Q4
$10.1M Sell
2024
Q3
$11.1M Sell
2024
Q2
$11M Buy
2024
Q1
$10.7M Buy
2023
Q4
$9M Sell
2023
Q3
$11.6M Buy
2023
Q2
$10.5M Sell
2023
Q1
$10.9M Buy
2022
Q4
$10.6M Buy
2022
Q3
$8.31M Buy
2022
Q2
$7.04M Sell
2022
Q1
$6.89M Sell
2021
Q4
$5.57M Buy
2021
Q3
$5.96M Sell
2021
Q2
$8.49M Buy
2021
Q1
$5.91M Buy
2020
Q4
$4.27M Sell
2020
Q3
$3.62M Buy
2020
Q2
$4.51M Sell
2020
Q1
$3.84M Buy
2019
Q4
$6.87M Buy