TriaGen Wealth Management’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 | $1.2M | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.1M | Buy |
|
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|
2024
Q3 | $1.16M | Sell |
|
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.15M | Sell |
|
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|
2023
Q4 | $987K | Sell |
|
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.06M | Sell |
|
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $906K | Buy |
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|
2022
Q2 | $862K | Sell |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $550K | Hold |
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|
2021
Q2 | $538K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $900K | Buy |
|