Trinity Financial 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
$854K Sell
2025
Q2
$1.24M Buy
2025
Q1
$1.29M Sell
2024
Q4
$1.27M Buy
2024
Q3
$923K Buy
2024
Q2
$1.2M Buy
2024
Q1
$1.21M Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.71M Buy
2023
Q2
$1.42M Buy
2023
Q1
$1.45M Sell
2022
Q4
$1.52M Buy
2022
Q3
$1.1M Buy
2022
Q2
Sell
2022
Q1
$653K Sell
2021
Q4
$487K Buy
2021
Q3
$458K Sell
2021
Q2
$498K Buy
2021
Q1
$389K Sell
2020
Q4
$296K Buy