Traphagen Investment Advisors’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.82M	Buy	16,594 +899	+6%	+$131K	0.23%	44
2025 Q4	$1.89M	Buy	15,695 +297	+2%	+$34.4K	0.16%	52
2025 Q3	$1.74M	Buy	15,398 +954	+7%	+$106K	0.15%	51
2025 Q2	$1.56M	Buy	14,444 +798	+6%	+$85.3K	0.15%	53
2025 Q1	$1.62M	Buy	13,646 +2,043	+18%	+$226K	0.17%	54
2024 Q4	$1.25M	Sell	11,603 -580	-5%	-$67.8K	0.13%	59
2024 Q3	$1.43M	Sell	12,183 -435	-3%	-$50.2K	0.14%	51
2024 Q2	$1.45M	Buy	12,618 +1,048	+9%	+$122K	0.16%	53
2024 Q1	$1.34M	Buy	11,570 +1,080	+10%	+$113K	0.14%	57
2023 Q4	$1.05M	Buy	10,490 +188	+2%	+$19.8K	0.12%	56
2023 Q3	$1.21M	Sell	10,302 -567	-5%	-$62.2K	0.15%	49
2023 Q2	$1.17M	Buy	10,869 +2,737	+34%	+$299K	0.15%	52
2023 Q1	$892K	Sell	8,132 -379	-4%	-$41.9K	0.13%	57
2022 Q4	$939K	Sell	8,511 -2,679	-24%	-$287K	0.15%	51
2022 Q3	$977K	Buy	11,190 +6,944	+164%	+$634K	0.18%	42
2022 Q2	$212K	Buy	4,246 +146	+4%	+$13.2K	0.04%	131
2022 Q1	$244K	Hold	4,100	–	–	0.04%	122
2021 Q4	$263K	Hold	4,100	–	–	0.04%	120
2021 Q3	$212K	Hold	4,100	–	–	0.04%	126
2021 Q2	$213K	Hold	4,100	–	–	0.04%	131
2021 Q1	$206K	Hold	4,100	–	–	0.04%	134
2020 Q4	$200K	Sell	4,100 -8,895	-68%	-$334K	0.04%	131
2020 Q3	$103K	Buy	12,995 +3,558	+38%	+$145K	0.02%	121
2020 Q2	$422K	Sell	9,437 -4,146	-31%	-$186K	0.1%	78
2020 Q1	$516K	Buy	13,583 +2,101	+18%	+$116K	0.14%	62
2019 Q4	$801K	Sell	11,482 -406	-3%	-$28.1K	0.19%	45
2019 Q3	$839K	Buy	11,888 +1,343	+13%	+$97.1K	0.22%	40
2019 Q2	$808K	Buy	10,545 +52	+0.5%	+$4.03K	0.22%	42
2019 Q1	$848K	Buy	+10,493	New	+$800K	0.24%	39