Trifecta 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
$655K Hold
2025
Q1
$723K Sell
2024
Q4
$718K Sell
2024
Q3
$1.05M Sell
2024
Q2
$1.07M Buy
2024
Q1
$1.07M Hold
2023
Q4
$922K Hold
2023
Q3
$1.08M Hold
2023
Q2
$989K Buy
2023
Q1
$732K Hold
2022
Q4
$737K Buy